Vest

https://www.ycombinator.com/companies/vest

Vest, on a mission to bring wider access to financial derivatives, manages investment products worth $30+ billion (as of May 29, 2024). Backed by private equity, the firm has a strategic partnership with Cboe Global Markets, Inc. (NASDAQ: CBOE), and First Trust, a global asset manager. Vest created Target Outcome Investments in 2013, which target a defined return profile, with an allowance for a specific level of risk, at a particular point in time. Today, Target Outcome Investments are available as mutual funds, exchange-traded funds (ETFs), unit investment trusts (UITs), collective investment trusts (CITs), and customizable managed accounts / sub-advisory services. The firm was launched and backed by preeminent venture firms such as Y-Combinator (Airbnb, Reddit, Dropbox), Payment Ventures (MicroVentures, CardFlight) and First Round Capital (Uber, Mint, Square). See more at https://www.vestfin.com.

About
  • Year Founded: 2012
  • Number of Founders: 2
  • HQ: Mclean, Virginia, United States
  • Domain: vestfin.com
  • Email: info@cboevest.com
  • Industries: FinTech, Trading Platform, Asset Management, Crowdfunding, Venture Capital, Financial Services, Finance
  • Tags: fintech, investing
  • Total Funding: 1470000
  • Number of Funding Rounds: 2.0
  • Last Funding Round Type: Venture - Series Unknown
  • Last Funding Date: 2015-06-01
  • Team Size: 35
  • Founder Names: Karan Sood, Jeff Chang
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Contacts

Jeff Chang

President and Co-Founder

email: jchang@vestfin.com

linkedin: linkedin.com/in/jeff-chang-cfa-47090b51

Linda Werner

Chief Marketing Officer

email: lwerner@vestfin.com

linkedin: linkedin.com/in/lindawerner

Luke Poggi

Vice President

email: lpoggi@cboevest.com

linkedin: linkedin.com/in/luke-poggi-caia-a499a912

Scott Hanson

Senior Vice President

email: shanson@cboevest.com

linkedin: linkedin.com/in/scottmhanson

Rishi Rajan

Senior Vice President

email: rrajan@cboevest.com

linkedin: linkedin.com/in/rishirajan

Alyson Russ

Vice President, Product Management

email: aruss@cboevest.com

linkedin: linkedin.com/in/alyson-russ-cfa-48b26425

Trevor Lack

Managing Director, Portfolio Management

email: tlack@cboevest.com

linkedin: linkedin.com/in/trevor-lack-52322a15

Christopher Mortimer

Managing Director

email: cmortimer@cboevest.com

linkedin: linkedin.com/in/cjamesmortimer

Daniel Sablik

Vice President, Portfolio Management

email: dsablik@cboevest.com

linkedin: linkedin.com/in/daniel-sablik

Kevin Sullivan

Senior Vice President, National Accounts

email: ksullivan@cboevest.com

linkedin: linkedin.com/in/kevin-sullivan-a485425

Patrick Corcoran

Senior Vice President

email: pcorcoran@cboevest.com

linkedin: linkedin.com/in/patrick-corcoran-06b3213b

Jeremy Sperlazza

Chief Compliance Officer; Chief Legal Officer

email: jsperlazza@cboevest.com

linkedin: linkedin.com/in/jeremy-sperlazza-77219264

Chris Lee

Managing Director

email: clee@cboevest.com

linkedin: linkedin.com/in/christopher-lee

Brianna Fessler

Administrative Associate

email: bfessler@cboevest.com

linkedin: linkedin.com/in/brianna-fessler-788070bb

Daniel Sullivan

Vice President, Business Development

email: dsullivan@cboevest.com

linkedin: linkedin.com/in/daniel-sullivan-cfa-caia-81a9a537

Andrew Torok

Vice President of Sales

email: None

linkedin: linkedin.com/in/andrew-torok

Michael Capizzi

Senior Vice President

email: None

linkedin: linkedin.com/in/michael-j-capizzi-04663b12

William Bohensky

Senior Vice President, Retirement

email: None

linkedin: linkedin.com/in/william-bohensky-ab264014

Howard Rubin

Head of Portfolio Management

email: hrubin@cboevest.com

linkedin: linkedin.com/in/howard-rubin-913b40127

Sofia Paloka

Associate Vice President, Portfolio Management

email: spaloka@cboevest.com

linkedin: linkedin.com/in/sofia-paloka

Sasha Nelson

Product Development Intern

email: snelson@cboevest.com

linkedin: linkedin.com/in/sasha-nelson-2514a6260

David Bugbee

Associate Vice President, Portfolio Management

email: dbugbee@cboevest.com

linkedin: linkedin.com/in/david-bugbee-954141a2

Daniella Chetcuti

Associate Vice President, Marketing

email: None

linkedin: linkedin.com/in/daniella-c-jones

Mary Nyone

Associate Vice President, Product Development

email: None

linkedin: linkedin.com/in/mary-nyone-007412a8

Carter Bedsole

Software Engineer

email: None

linkedin: linkedin.com/in/carter-bedsole

Makency Hudson

Associate Vice President Human Resources

email: None

linkedin: linkedin.com/in/makency-hudson-a642bb93

Aakash Pany

Product Development Intern

email: None

linkedin: linkedin.com/in/aakash-pany-b59999214

Samuel Moore

Assistant Vice President, Product Management

email: None

linkedin: linkedin.com/in/samuel-moore-a102b4127

Hannah Hathaway

Associate Legal and Compliance Officer

email: None

linkedin: linkedin.com/in/hannah-hathaway-3bb098137