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Strategies
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Insights
About us

About Vest

Our Firm

Dedicated to bringing more certainty to investors

Our Leadership Team

Renowned experts in Target Outcome Investing

Karan Sood

CEO

Jeff Chang

President

Jeremy Sperlazza

Chief Compliance Officer, Chief Legal Officer

Nate Jencks

Chief Financial Officer

Trevor Lack

Managing Director, Portfolio Management

Christopher Lee

Managing Director, Head of Product Management

Steve Neamtz

Senior Advisor, Business Development

Joanne Hill

Chief Advisor for Research and Strategy

Linda Werner

Head of Corporate Affairs

Michael Capizzi

Managing Director, Business Development

Christopher Mortimer

Managing Director, Business Development

Patrick Scanlon

Vice President, Head of Retirement and Sub-Advisory

Matt McFarland

Senior Vice President, Capital Markets

Rishi Rajan

Senior Vice President, Product Development

Scott Hanson

Senior Vice President, Portfolio Management

Patrick Corcoran

Senior Vice President, Portfolio Management

Alyson Russ, CFA

Senior Vice President, Product Management

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.

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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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