Profil
Mr. Trevor Lack is a Managing Director of Portfolio Management at Vest Financial LLC.
He joined Vest in May 2019 and serves as managing director of portfolio management.
He manages exchange-traded fund, mutual fund and retirement fund portfolios.
He has over ten years of experience as a portfolio manager.
Prior to joining Vest, he was an associate portfolio manager at ProShares from May 2015 to May 2019, and a portfolio analyst from November 2011 to May 2015.
Mr. Lack received a master’s degree in finance from Johns Hopkins University.
He also holds a bachelor’s degree in business from Northeastern University.
Postes actifs de Trevor Lack
| Sociétés | Poste | Début |
|---|---|---|
Vest Financial LLC
Vest Financial LLC Investment ManagersFinance Vest offers Target Outcome Investments®, which target a defined return profile, with an allowance for a specific level of risk, at a particular point in time. The firm seeks to buffer losses, provide consistent income, enhance returns, or manage volatility, with a level of predictability unattainable with most other investments available. | Gestionnaire de Portefeuille-Actions | 01/05/2019 |
Formation de Trevor Lack
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
The Johns Hopkins University
The Johns Hopkins University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Northeastern University
Northeastern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Vest Financial LLC
Vest Financial LLC Investment ManagersFinance Vest offers Target Outcome Investments®, which target a defined return profile, with an allowance for a specific level of risk, at a particular point in time. The firm seeks to buffer losses, provide consistent income, enhance returns, or manage volatility, with a level of predictability unattainable with most other investments available. | Finance |
















