Luke Poggi Email

VP . CBOE Vest

Current Roles

Employees:
46
Revenue:
$4.8M
About
Most investments today target speculative returns, with uncertain levels of risk, over an uncertain period. While opportunistic, this approach to investing brings a degree of uncertainty. Cboe Vest was founded in 2012 based on the conviction that investors desire more certainty in their investment outcomes. To address this market need, Cboe Vest created Target Outcome Investments®, which target a defined return profile, with an allowance for a specific level of risk, at a particular point in time. These leading-edge investments were first introduced to the market in 2013 with Cboe Vest's flagship Buffer Protect Strategy. Today, Target Outcome Investments are available as mutual funds, exchange-traded funds (ETFs), unit investment trusts (UITs), collective investment trusts (CITs), and customizable managed accounts / sub-advisory services. Target Outcome Investments seek to provide investors with targeted protection, enhanced returns, or income, with a level of predictability unattainable with most other investments available today. To explore the evolution of Target Outcome Investments, visit cboevest.com/#/timeline.
CBOE Vest Address
1765 Greensboro Station Place
McLean, VA
United States
CBOE Vest Email

Past Companies

Cboe VestVice President
Cboe VestAssociate Vice President
Campbell and CompanyExecutive Director, Model Portfolios and Third-Party Platforms

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