Jeff Chang active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Analyst-Equity | 2011-12-31 | - |
| Chief Investment Officer | 2011-12-31 | - | |
| Chief Operating Officer | 2011-12-31 | - | |
| Director of Finance/CFO | 2021-12-31 | - | |
| Founder | 2011-12-31 | - | |
| President | 2021-12-31 | - |
Career history of Jeff Chang
Training of Jeff Chang
| Georgetown University | Undergraduate Degree |
| United States Naval Academy | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Undergraduate Degree | 2 |
| Analyst-Equity | 1 |
| Chief Investment Officer | 1 |
Sectoral
| Consumer Services | 3 |
| Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
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. | Finance |
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