Vest
Vest

Vest Information

Contact top employees from Vest

Summary

$50+ Billion* Milestone Achieved | Target Outcome Investments® Pioneers
Most investments target speculative returns with uncertain risk over uncertain timeframes. Financial advisors demanded be...Show more

Organization Website

vestfin.com

Social Links

facebooklinkedIntwitter

Phone Number

(855)979-6060

Industries

Headquarters Location

8350 Broad Street, McLean, Virginia, 22102-5150 US

Employees Size

10-50 employees

Specialties

Structured Products, Investment Advisory, Fintech, covered call writing, UITs, VITs, CITs, variable insurance trusts, Target Outcome Investments, Derivative-Based Investment Products, Outcome-focused Investments, Asset Management, Mutual Funds, ETFs, Defined Outcomes, SMA, Retirement, Wealth, Insurance, Derivatives, Buffer Fund, Investment Solutions, Portfolio Construction

Founded

2012

Competitors

Founded
Type
Employees
Revenue
Funding
2007Privately
Held
100 - 250 48.9M $18M
2004- 10-50 - $-

Estimated Website Traffic

The chart shows a decline in traffic to the vestfin.com website. In November, traffic decreased to 1658, compared to 1954 in the previous month. The highest traffic in 2025 was recorded in July, reaching 2142 visits.

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
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Total number all of employee turnover
Number of employees by department
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Total number all of employee turnover
Length of Employment
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Employee tenure at Vest shows a diverse range of experience levels:
18% have been with the company for less than 1 year12% for 1–2 years18% for 3–4 years18% for 5–7 years24% for 8–10 years12% have over 11 years of service at Vest
Ex-employees positions
In Company
In New Company
Contact top employees from Vest
Marcos Rodriguez
Associate Vice President, Portfolio Management
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Luke Poggi
Vice President
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Cameron Vona
Associate Vice President
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Howard Rubin
Head Of Portfolio Management
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David Bugbee
Associate Vice President, Portfolio Management
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Rishi Rajan
Senior Vice President
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Kevin Miller
Vice President, Sales
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Linda Werner
Head of Corporate Affairs
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Jeff Chang
President & Co-Founder
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Chris McCrea
Vice President of Sales
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Thomas Laws
Vice President, Product Management
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Sean Morris
Vice President
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Mary Nyone
Associate Vice President, Product Development
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Sonia Bui
Senior Vice President, Counsel
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Patrick Scanlon
Head of Retirement and Sub-Advisory
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Nate Jencks
Chief Financial Officer
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Christopher Mortimer
Managing Director
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Sarah Shiang
Portfolio Management Associate
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Trevor Lack
Managing Director, Portfolio Management
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Alex Fishman
Analyst, Product Management
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Brendan Illies
AVP, Portfolio Management
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Spencer Organ
Sales Associate
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Sasha Nelson
Product Development Analyst
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Mannasvi Jain
Marketing Intern
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Jared Halbrook
Asset Management Intern
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Jeremy Sperlazza
Chief Legal Officer; Chief Compliance Officer
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FAQ

Vest operates in the Finance industries. More details can be found on the official website: vestfin.com.
The headquarters of Vest are located in McLean, United States.
You can contact Vest by phone at (855)979-6060.
Vest currently employs 10-50 people.
Well-known competitors of Vest include Calastone and GSR Ventures.

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