Fund Inception | 08/13/2021 |
Name of Issuer | CBOE Vest |
Fund Advisor(s) | Vest Financial |
Sub-Advisor(s) | -- |
Fund Managers for BTCLX
Karan Sood
Portfolio Manager since 08/13/2021
Mr. Sood has over fifteen years of experience in derivative based investment strategy design and trading. Mr. Sood founded Vest in 2012. Prior to Vest, Mr. Sood worked at ProShares Advisors LLC. Prior to ProShares, Mr. Sood worked as a Vice President at Barclays Capital. Last based in New York, he was responsible for using derivatives to design structured investment strategies and solutions for the firm’s clients in the Americas. Prior to his role in New York, Mr. Sood worked in similar capacity in London with Barclays Capital’s European clients.
Trevor Lack
Portfolio Manager since 02/28/2025
Mr. Lack has over 10 years of experience as a Portfolio Manager. Mr. Lack joined the Sub-Adviser in 2019. Prior to joining the Sub-Adviser, Mr. Lack worked at ProShare Advisors LLC from 2011 to 2019. 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.