about cboe vest

We are changing the way
you invest money


Putting investors in the driver’s seat

CBOE Vest is driven by the conviction that investors desire more certainty in their investment outcomes. Founded in 2013 to address this market need, Vest’s early investors were Y Combinator, Payment Ventures and First Round Capital. 

In 2016, Vest became an asset management subsidiary of CBOE Holdings, Inc., one of the world’s largest exchange holding companies and owner of the Chicago Board Options Exchange (the largest U.S. options exchange and creator of listed options), the Bats exchanges, CBOE Futures Exchange (CFE) and other subsidiaries. Today CBOE Vest offers institutional-quality target outcome investments built on the backbone of its unique investment philosophy and CBOE’s indexes—that strive to buffer losses, amplify gains or provide consistent income—to a diverse spectrum of investors.


Reengineering Investing

Most investments today target speculative returns, with uncertain levels of risk, over an uncertain period. While opportunistic, this approach to investing brings a degree of uncertainty. We are building a new class of investments, called Target Outcome Investments, that target a defined return profile, with an allowance for a specific level risk, at a specific point in time in the future. Such investments strive to provide investors with targeted protection, enhanced returns, or consistent income, with a level of predictability unattainable with most other investments.


World-class financial experts

CBOE Vest Financial


Karan Sood

CEO & Managing Director, Head of Product Development

Previous: ProShares, Barclays Capital, McKinsey
Education: London School of Economics, Indian Institute of Technology


Steve Neamtz

President & Managing Director, Head of Distribution

Previous: Virtus Partners, AIG SunAmerica Capital Services
Education: Pennsylvania State University


Jeff Chang

COO & Managing Director, Head of Product Management

Previous: ProShares, FBR, The World Bank
Education: US Naval Academy, Georgetown University


Linda Werner

CMO & Managing Director, Head of Marketing

Previous: T. Rowe Price, Mars, Wunderman DC
Education: University of California Los Angeles, The University of Connecticut


Joanne Hill

Chief Advisor of Research

Previous: ProShares, Goldman Sachs, PaineWebber, Kidder Peabody
Education: American University, Syracuse University, The George Washington University


Howard Rubin

Managing Director, Head of Portfolio Management

Previous: ProShares, Wilshire Associates, JHM Capital
Education: The George Washington University, The Wharton School of the University of Pennsylvania


Christopher Lee

Sr. Vice President, Product Management & Advisory

Previous: Cypress Semiconductor
Education: University of California Davis


Jonathan Hale

Sr. Vice President, Product Development & Portfolio Management

Previous: Citigroup
Education: Stanford University


Christopher Mortimer

Sr. Vice President, Sales

Previous: ProShares, Wells Fargo Advisors
Education: Saint Joseph's University


Taryn Kelly

Vice President, Sales

Previous: Goldman Sachs, Estee Lauder, Jefferies
Education: Loyola University Maryland


Zach Johnson

Analyst, Product Management & Advisory

Education: Howard University

Featured In*

latest news

CBOE Holdings Launches S&P 500 Dividend Aristocrats Target Income Index (SPAI)

Sept. 26, 2017

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Aug. 17, 2017
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