Aktive Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Jeff Chang | M | - |
Vest Financial LLC
 Vest Financial LLC Investment ManagersFinance Vest Financial LLC (Vest) is a SEC-registered investment advisor headquartered in McLean, Virginia. The firm was founded by Karan Sood and Jeffrey Chang in 2012. They are a subsidiary of CBOE Vest Group, Inc., which is owned by CBOE Global Markets, Inc. (BATS: CBOE). Vest serves as the investment advisor or sub-advisor to open-end mutual funds, Exchange Traded Funds (ETFs), Collective Investment Trusts (CITs), and acts as a portfolio consultant and may provide sub-supervisory services for Unit Investment Trusts (UITs). In addition, the firm may also provide non-discretionary investment recommendations as a Sub-Advisor to another investment advisor/platform. | 12 Jahre |
| Jeff Chang | M | - |
CBOE Vest Group, Inc.
 CBOE Vest Group, Inc. Investment ManagersFinance CBOE Vest Group, Inc. provides investment advice services. Its offers technology-powered managed account solutions for financial advisors and technology solutions for brokerage firms. The company was founded by Jeff Chang and Karan Sood in 2012 and is headquartered in McLean, VA. | 12 Jahre |
| Howard Scott Rubin | M | - |
Vest Financial LLC
Vest Financial LLC Investment ManagersFinance Vest Financial LLC (Vest) is a SEC-registered investment advisor headquartered in McLean, Virginia. The firm was founded by Karan Sood and Jeffrey Chang in 2012. They are a subsidiary of CBOE Vest Group, Inc., which is owned by CBOE Global Markets, Inc. (BATS: CBOE). Vest serves as the investment advisor or sub-advisor to open-end mutual funds, Exchange Traded Funds (ETFs), Collective Investment Trusts (CITs), and acts as a portfolio consultant and may provide sub-supervisory services for Unit Investment Trusts (UITs). In addition, the firm may also provide non-discretionary investment recommendations as a Sub-Advisor to another investment advisor/platform. | 7 Jahre |
| John Deters | M | 53 |
CBOE Vest Group, Inc.
CBOE Vest Group, Inc. Investment ManagersFinance CBOE Vest Group, Inc. provides investment advice services. Its offers technology-powered managed account solutions for financial advisors and technology solutions for brokerage firms. The company was founded by Jeff Chang and Karan Sood in 2012 and is headquartered in McLean, VA. | - |
| Trevor Lack | M | - |
Vest Financial LLC
Vest Financial LLC Investment ManagersFinance Vest Financial LLC (Vest) is a SEC-registered investment advisor headquartered in McLean, Virginia. The firm was founded by Karan Sood and Jeffrey Chang in 2012. They are a subsidiary of CBOE Vest Group, Inc., which is owned by CBOE Global Markets, Inc. (BATS: CBOE). Vest serves as the investment advisor or sub-advisor to open-end mutual funds, Exchange Traded Funds (ETFs), Collective Investment Trusts (CITs), and acts as a portfolio consultant and may provide sub-supervisory services for Unit Investment Trusts (UITs). In addition, the firm may also provide non-discretionary investment recommendations as a Sub-Advisor to another investment advisor/platform. | 5 Jahre |
Beziehungs-Chart
Beziehungen zu mehreren Unternehmen
Ehemalige Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Sunglian William Kung | M | - |
CBOE Vest Group, Inc.
CBOE Vest Group, Inc. Investment ManagersFinance CBOE Vest Group, Inc. provides investment advice services. Its offers technology-powered managed account solutions for financial advisors and technology solutions for brokerage firms. The company was founded by Jeff Chang and Karan Sood in 2012 and is headquartered in McLean, VA. | - |
| Rachel L. Ames | F | - |
Vest Financial LLC
Vest Financial LLC Investment ManagersFinance Vest Financial LLC (Vest) is a SEC-registered investment advisor headquartered in McLean, Virginia. The firm was founded by Karan Sood and Jeffrey Chang in 2012. They are a subsidiary of CBOE Vest Group, Inc., which is owned by CBOE Global Markets, Inc. (BATS: CBOE). Vest serves as the investment advisor or sub-advisor to open-end mutual funds, Exchange Traded Funds (ETFs), Collective Investment Trusts (CITs), and acts as a portfolio consultant and may provide sub-supervisory services for Unit Investment Trusts (UITs). In addition, the firm may also provide non-discretionary investment recommendations as a Sub-Advisor to another investment advisor/platform. | 1 Jahre |
| Jonathan Gerrit Hale | M | - |
Vest Financial LLC
Vest Financial LLC Investment ManagersFinance Vest Financial LLC (Vest) is a SEC-registered investment advisor headquartered in McLean, Virginia. The firm was founded by Karan Sood and Jeffrey Chang in 2012. They are a subsidiary of CBOE Vest Group, Inc., which is owned by CBOE Global Markets, Inc. (BATS: CBOE). Vest serves as the investment advisor or sub-advisor to open-end mutual funds, Exchange Traded Funds (ETFs), Collective Investment Trusts (CITs), and acts as a portfolio consultant and may provide sub-supervisory services for Unit Investment Trusts (UITs). In addition, the firm may also provide non-discretionary investment recommendations as a Sub-Advisor to another investment advisor/platform. | 3 Jahre |
Statistik
| Land | Beziehungen | % des Gesamten |
|---|---|---|
| Vereinigte Staaten | 8 | 100,00% |
Alter der Beziehungen
Aktive
Vergangene
Herr
Frau
Aufsichtsräte
Führungskräfte
Ursprung der Beziehungen
- Börse
- Insiders
- Karan Sood
- Persönliches Netzwerk