Trevor Lack
Portfolio Manager-Aktien bei Vest Financial LLC
Profil
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.
Aktive Positionen von Trevor Lack
| 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. | Portfolio Manager-Aktien | 01.05.2019 |
Ausbildung von Trevor Lack
| Northeastern University | Undergraduate Degree |
| The Johns Hopkins University | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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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 |
