About Vest

Our Firm

Dedicated to bringing more certainty to investors

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. Vest was founded in 2012 based on the conviction that investors desire more certainty in their investment outcomes. To address this market need, Vest created Target Outcome Investments^®, which target a defined return profile, with an allowance for a specific level of risk, at a particular point in time.

These leading-edge investments were first introduced to the market in 2013 with Vest’s flagship Buffer Protect Strategy. Today, Vest manages $29.9 Billion assets and supervises $5.3 Billion of non-discretionary assets in Target Outcome Investments*.

*As of June 30, 2024.

Our Leadership Team

Renowned experts in Target Outcome Investing

Karan Sood

CEO

Jeff Chang

President

Steve Neamtz

Senior Advisor, Business Development

Jeremy Sperlazza

Chief Compliance Officer, Chief Legal Officer

Howard Rubin

Managing Director, Head of Portfolio Management

Linda Werner

CMO & Managing Director, Head of Marketing

Joanne Hill

Chief Advisor for Research and Strategy

Trevor Lack

Managing Director, Portfolio Management

Christopher Lee

Managing Director, Head of Product Management

Michael Capizzi

Managing Director, Business Development

Christopher Mortimer

Managing Director, Business Development

Matt McFarland

Senior Vice President, Capital Markets

Rishi Rajan

Senior Vice President, Product Development

Kevin Sullivan

Senior Vice President, National Accounts

Patrick Corcoran

Senior Vice President, Portfolio Management

Scott Hanson

Senior Vice President, Portfolio Management

Nate Jencks

Senior Vice President, Head of Financial Control

8350 Broad St.
Suite 240
McLean, VA 22102-5150

(855) 979-6060 contact@vestfin.com

Vest Financial LLC ("Vest") is registered with the U.S. Securities and Exchange Commission ("SEC") as an Investment Advisor. Registration does not imply a certain level of skill or training. The information on this website has not been approved or verified by the SEC or by any state securities authority. This is not an offer or solicitation for investment advisory services, or other products or services in any jurisdictions where Vest is not authorized to do business or where such offer or solicitation would be contrary to the securities laws or other local laws and regulations of that jurisdiction.

*Usage of these logos does not imply an endorsement.

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All investments involve risk, and the past performance of a security or financial product does not guarantee future results or returns. There is always the potential of losing money when you invest in securities or investment strategies. Investors should consider their investment objectives and risks carefully before investing. Options have specific investor risks. The information on the website was obtained from sources believed to be accurate, but we do not guarantee that it is accurate or complete. Hyperlinks to third-party websites contain information that may be of interest or use to you. Third-party websites, research and tools are from sources deemed reliable. Vest does not guarantee accuracy or completeness of the information and makes no assurances with respect to results to be obtained from their use.

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