Trevor Lack
Portefeuillebeheerder-Aandelen bij Vest Financial LLC
Profiel
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.
Mr. Lack has over ten years of experience as a portfolio manager.
Prior to joining Vest, Mr. Lack 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.
Actieve functies van Trevor Lack
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-05-2019 |
Opleiding van Trevor Lack
| Northeastern University | Undergraduate Degree |
| The Johns Hopkins University | Graduate Degree |
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| Bedrijven in privébezit | 1 |
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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 |
