×

Meet Our Team


Led by pioneers in the options-based ETF space, the NEOS Investments team brings together decades of specialized experience in this rapidly growing segment of the ETF market. Having worked both individually and as long-time colleagues across multiple firms, they share a deep understanding of the ETF landscape. NEOS is dedicated to advancing the next evolution of options strategies — designed to enhance core portfolio exposures for investors seeking monthly income with a keen focus on tax efficiency.

...

Thomas Carruthers

Director, Investment Specialist

...

Troy Cates

Co-Founder, Managing Partner

...

Matthew Cavallo

Director, Investment Specialist

...

Ben Cheney, CFA

Executive Director, Sales Insights

...

Wyman Chu

Executive Director, Client Portfolio Strategist

...

Jonathan Cohen

Executive Director, Investment Specialist

...

Zachary Csillag

Partner, Head of Marketing

...

Adriana Dargin

Assistant Controller

...

Meredith Eisen

Executive Director, Investment Specialist

...

Holly Fletcher

Marketing Associate

...

Keith Fletcher

Partner, Strategy & Development

...

Curtis Flippen

Chief Compliance Officer

...

Brian Hoey

Executive Director, Investment Specialist

...

Ryan Houlton

Head of Trading, Portfolio Manager

...

Eric Lutz

Executive Director, Investment Specialist

...

Garrett Paolella

Co-Founder, Managing Partner

...

Matthew Reilly, CFA

Executive Director, Investment Specialist

...

Kiyoko Schmidt

Executive Director, Trading & Operations

...

Robert Shea

Chief Operating Officer, Chief Financial Officer

...

JR Shields

Managing Director, Head of Sales

...

Tim Spelman

Executive Director, Investment Specialist

...

Joe Valdman

Partner, Business Development

...

Ryan Walsh

Director, Investment Specialist

...

Chris Wenner

Executive Director, Research & Product Development