Vest

Vest Employee Directory

Financial ServicesUnited States51-200 Employees

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

What We've Built Since 2012:
- Target Buffer ETFs® that define downside protection
- Target Income Investments that target specific income levels with growth upside
- 300+ innovative products trusted by thousands of advisors
- Over $50 billion in assets under management

The Vest Difference: We simplify derivative strategies into precise, outcome-driven solutions that bring certainty and clarity to portfolios. Silicon Valley innovation meets Wall Street expertise.

Ready to move beyond speculation? Follow us for insights that help advisors deliver more certainty.
Explore our comprehensive Target Outcome® suite: vestfin.com




Vest Financial LLC is registered with the SEC as an Investment Advisor. All investments involve risk.

*As of June 30, 2025. $43.2B assets under management, $7.9B non-discretionary assets under supervision

Find Vest employees' phone numbers or email addresses

Vest Global Highlights

Location
Employees

North America
66

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  • United States Of America
    65
  • Mexico
    1

Europe
7

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  • Romania
    2
  • Latvia
    1
  • Ukraine
    1
  • Belarus
    1
  • Poland
    1
  • Germany
    1

South America
7

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  • Brazil
    7

Asia
5

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  • India
    2
  • Turkey
    2
  • Japan
    1

Africa
2

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  • Kenya
    1
  • Ghana
    1

Vest's Leadership

  • Stylized image of a person
    K. S.
    Chief Executive Officer
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  • Stylized image of a person
    N. J.
    Chief Financial Officer
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  • Stylized image of a person
    J. S.
    Chief Legal Officer; Chief Compliance Officer
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  • Stylized image of a person
    L. W.
    Chief Marketing Officer
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  • Stylized image of a person
    J. H.
    Chief Advisor For Research And Strategy
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    C. M.
    Vice President Of Sales
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  • Stylized image of a person
    L. W.
    Head Of Corporate Affairs
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    P. S.
    Head Of Retirement And Sub-Advisory
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Contact profiles from Vest

Name
Title
Contact Info
Location
Last Update
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    R. R.
    Senior Vice President
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    United StatesNew York
    Oct 31, 2025
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    P. S.
    Head Of Retirement And Sub-Advisory
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    United StatesMassachusetts
    Nov 13, 2025
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    S. M.
    Vice President
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    United StatesTexas
    Sep 09, 2025
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    W. C.
    Vice President, Business Operations
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    United StatesVirginia
    Oct 28, 2025
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    S. M.
    Avp, Product Management
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    United StatesNew York
    Oct 29, 2025
  • Stylized image of a person
    D. B.
    Associate Vice President, Portfolio Management
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    United StatesMassachusetts
    Oct 31, 2025
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    M. R.
    Associate Vice President, Portfolio Management
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    United StatesArizona
    Oct 21, 2025
  • Stylized image of a person
    D. S.
    Vice President, Portfolio Management
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    Oct 27, 2025
  • Stylized image of a person
    A. P.
    Vp, Technology
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    United StatesColorado
    Jun 05, 2025
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    C. M.
    Vice President Of Sales
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    United StatesColorado
    Aug 07, 2025

Frequently Asked Questions

What is Vest known for?

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Vest was founded in 2012 operates in the Financial Services industry. The company's main headquarters is located in 8350 Broad Street, McLean, Virginia 22102-5150, US; you can contact the main corporate office by phone at . Explore Vest's company overview page for more information.

What is Vest's most common email format?

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Vest employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Vest email formats with LeadIQ.

How many employees does Vest have currently?

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Vest has approximately 68 employees as of October 2025. These team members are located across 5 continents, including North AmericaEuropeSouth America.

Who are Vest's key employees and leadership?

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As of October 2025, Vest's key employees include:

  • Chief Executive Officer: K. S.
  • Chief Financial Officer: N. J.
  • Chief Legal Officer; Chief Compliance Officer: J. S.
  • Chief Marketing Officer: L. W.
  • Chief Advisor For Research And Strategy: J. H.

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