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 $21.7 Billion assets and supervises $3.6 Billion of non-discretionary assets in Target Outcome Investments*. 

*As of December 31, 2023.

 

Our Leadership Team

Renowned experts in Target Outcome Investing

Karan Sood

Karan Sood

CEO
Jeff Chang

Jeff Chang

President
Steve Neamtz

Steve Neamtz

Managing Director, Head of Strategic Business Development
Jeremy Sperlazza

Jeremy Sperlazza

Chief Compliance Officer, Chief Legal Officer
Joanne Hill

Joanne Hill

Chief Advisor for Research and Strategy
Linda Werner

Linda Werner

CMO & Managing Director, Head of Marketing
Howard Rubin

Howard Rubin

Managing Director, Head of Portfolio Management
Trevor Lack

Trevor Lack

Managing Director, Portfolio Management
Christopher Lee

Christopher Lee

Managing Director, Head of Product Management
Michael Capizzi

Michael Capizzi

Managing Director, Business Development
Matt McFarland

Matt McFarland

Senior Vice President, Capital Markets
Rishi Rajan

Rishi Rajan

Senior Vice President, Product Development
Christopher Mortimer

Christopher Mortimer

Managing Director, Business Development
Kevin Sullivan

Kevin Sullivan

Senior Vice President, National Accounts
Patrick Corcoran

Patrick Corcoran

Senior Vice President, Portfolio Management
Scott Hanson

Scott Hanson

Senior Vice President, Portfolio Management