Profil
Mr. Jeffrey Y.
Chang is a President at Vest Financial LLC.
He has over 20 years of experience in financial services and asset management, and is responsible for driving product strategy, research and positioning of the firm's product offerings across all distribution and marketing channels.
Prior to co-founding Vest in 2012, Mr. Chang worked at ProShares, where he was responsible for investment research and product management.
Previously, He worked at FBR & Co., a middle market investment bank.
He primary focus was FBR’s trading platform, which included equity, high yield, convertible securities, listed options and mortgage trading.
He has also worked at Freddie Mac and the World Bank.
He received his undergraduate degree from United States Naval Academy and an undergraduate degree from Georgetown University.
Aktive Positionen von Jeff Chang
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Gründer | 01.01.2012 |
Ausbildung von Jeff Chang
| Georgetown University | Undergraduate Degree |
| United States Naval Academy | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
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Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
