CBOE Vest

  • Investment Bank/Securities Brokerage
  • McLean VA
  • 3 employees
  • Investment Management
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Company Overview

Headquarters
1765 Greensboro Station Pl 900, McLean VA
Website
cboevest.com
Phone
(301) 254-8936
Employees
3
Founded in
2012
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 52591 Companies
NAICS Code 52 Companies
NAICS Code 525 Companies
NAICS Code 5259 Companies
SIC Code
SIC Code 672 Companies
SIC Code 67 Companies
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Financials & Stats

Revenue

$6B

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Who is CBOE Vest

CBOE Vest is a privately held investment management firm located in McLean, Virginia. Founded in 2012, the company employs 3 individuals and generates approximately $6 million in annual revenue. CBOE Vest specializes in Target Outcome Investments®, a proprietary investment strategy designed to provide investors with defined return profiles, a specified risk allowance, and a predetermined timeframe. Their flagship Buffer Protect Strategy, introduced in 2013, exemplifies this approach. CBOE Vest distinguishes itself by offering investments focused on certainty and predictability, contrasting with traditional investment strategies that prioritize speculative returns. Their Target Outcome Investments® aim to address investor desires for more transparent and controlled investment outcomes. Visit cboevest.com for more information.

Company Leadership

Steve Neamtz

President

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Kevin Sullivan

SVP, National Accounts

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Patrick Corcoran

SVP

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Makency Hudson

Associate Vice President Human Resources

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CBOE Vest Industry Tags

Protective Investments
Outcome Driven Investing
Structured Products
Investment Advisory
Target Outcome Investments
Options
Fintech
mutual funds
managed accounts
covered call writing
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FAQ

What is the location of CBOE Vest's headquarters?
The headquarters of CBOE Vest are situated at 1765 Greensboro Station Pl 900, McLean VA
What is CBOE Vest's phone number?
CBOE Vest's contact number is (301) 254-8936.
What is CBOE Vest's official website?
The official website of CBOE Vest can be found at cboevest.com.
What is CBOE Vest's current revenue?
As of December 2017, CBOE Vest's annual revenue reached $6B.
How many employees does CBOE Vest currently have?
CBOE Vest employs approximately 3+ people as of December 2017
Which industries is CBOE Vest primarily operating in?
CBOE Vest operates in the following industries: Investment Management
Who is the President of CBOE Vest?
CBOE Vest's President is Steve Neamtz
What are CBOE Vest's industry tags?
CBOE Vest's industry tags include: Protective Investments, Outcome Driven Investing, Structured Products
When was CBOE Vest founded?
CBOE Vest was founded in 2012.

Employee Directory

Key Employees

Karan Sood

Chief Executive Officer

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Scott Hanson

Senior Vice President

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Carter Bedsole

Software Engineer

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