Sofia Paloka
Associate Vice President, Portfolio Management at Vest | St. Petersburg, Florida, United States
Sofia Paloka’s Email & Phone Number
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Associate Vice President, Portfolio Management at Vest in February 2024 - Present
Associate, Portfolio Management at Vest in January 2024 - February 2024
Associate, Product Management at Vest in November 2022 - January 2024
Private Banking Analyst at J.P. Morgan Private Bank in July 2021 - October 2022
Private Equity Analyst at College of Charleston Investment Program in March 2020 - May 2021
Intern at Vest in June 2020 - January 2021
Sales Associate at Porter Conrad Jewelry in October 2018 - November 2020
Manager at Zumbach's Gourmet Coffee in October 2013 - August 2019
Internship at This Old House Ventures in May 2017 - June 2017
College of Charleston, Bachelor's degree, August 2026
New Canaan High School, August 2026
$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 December 31, 2025. $49.6B assets under management, $9.1B non-discretionary assets under supervision
Discover more about Vest
Associate Vice President at Vest
Associate Vice President at Vest
(April 2024 – Present)
Pres. & Co-Founder at Vest (+$60B AUM/AUA) |Target Outcome Pioneer | YC Backed Founder & Venture Capitalist | Silicon Valley meets Wall Street
Schweser National Instructor - CFA Faculty at Kaplan Professional
(Jan 2008 – Present)
VP of Sales at Vest
Vice President of Sales at Vest
(Jun 2024 – Present)
Strategic Development Executive, Business Unit Operator | Senior Vice President, Vest Financial
At Vest, Jon oversees the strategic relationships for the firm as Head of National Accounts. In this role, Jon drives key initiatives across product lines and channels as part of the firm's high-growth strategy.
Building with AI ⚡ Finance | Tech | Regulated Industries
Marketing Associate at Vest
(Oct 2025 – Present)
Managing Director at Vest
Managing Director at Vest at Vest
(Nov 2017 – Present)
What is Sofia Paloka phone number?
Sofia Paloka phone number is 12038939488.
How to contact Sofia Paloka?
If you want to call Sofia Paloka try calling on 12038939488. (updated on July 2026)
What company does Sofia Paloka work for?
Sofia Paloka works for Vest.
What is Sofia Paloka's role at Vest?
Sofia Paloka is Associate Vice President, Portfolio Management
What industry does Sofia Paloka work in?
Sofia Paloka works in the Financial Services industry.
