![Karan Sood](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Relations actives
Nom | Sexe | Age | Sociétés liées | Collaboration |
---|---|---|---|---|
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 ans |
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 ans |
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 ans |
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 ans |
Graphique Relationnel
Relation dans plusieurs entreprises
Anciennes relations
Nom | Sexe | Age | Sociétés liées | Collaboration |
---|---|---|---|---|
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 ans |
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 ans |
Statistiques
Pays | Relations | % du total |
---|---|---|
Etats-Unis | 8 | 100,00% |
Age des relations
Actives
Passées
Homme
Femme
Administrateurs
Exécutifs
Provenance des relations
- Bourse
- Insiders
- Karan Sood
- Réseau Personnel