Profil
Mr. Karan Sood is a Chief Executive Officer at CBOE Vest Group, Inc. and a Chief Executive Officer at Vest Financial LLC.
He is also the founder of Vest in 2012 and the firm’s CEO, is responsible for product development and serves as a portfolio manager
Mr. Sood has over 15 years of experience in derivative-based investment strategy design and trading.
Prior to founding Vest, he worked at ProShares in Washington, DC, and Barclays Capital in New York and London.
As a vice president for Barclays, he was responsible for using derivatives to design structured investment strategies and solutions for their institutional clients in the Americas and Europe.
He received his undergraduate degree from Indian Institute of Technology New Delhi and a graduate degree from London School of Economics & Political Science.
Aktive Positionen von Karan Sood
| Unternehmen | Position | Beginn |
|---|---|---|
CBOE Vest Group, Inc.
 CBOE Vest Group, Inc. Investment ManagersFinance CBOE Vest Group, Inc. provides investment advice services. Its offers technology-powered managed account solutions for financial advisors and technology solutions for brokerage firms. The company was founded by Jeff Chang and Karan Sood in 2012 and is headquartered in McLean, VA. | Vorstandsvorsitzender | 01.01.2012 |
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. | Vorstandsvorsitzender | 01.01.2012 |
Ausbildung von Karan Sood
| Indian Institute of Technology New Delhi | Undergraduate Degree |
| London School of Economics & Political Science | Graduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
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Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
CBOE Vest Group, Inc.
CBOE Vest Group, Inc. Investment ManagersFinance CBOE Vest Group, Inc. provides investment advice services. Its offers technology-powered managed account solutions for financial advisors and technology solutions for brokerage firms. The company was founded by Jeff Chang and Karan Sood in 2012 and is headquartered in McLean, VA. | Finance |
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 |
