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.

NEOS Team Members

Nick Bonos

Nick Bonos

Executive Director Operations

Laura Bladek Brandon

Laura Bladek Brandon

Executive Director Investment Specialist

Thomas Carruthers

Thomas Carruthers

Executive Director Investment Specialist

Troy Cates

Troy Cates

Co-Founder Managing Partner

Ben Cheney

Ben Cheney

Executive Director Sales Insights

Wyman Chu

Wyman Chu

Executive Director Client Portfolio Strategist

Jonathan Cohen

Jonathan Cohen

Executive Director Investment Specialist

Zachary Csillag

Zachary Csillag

Partner Head of Marketing

Adriana Dargin

Adriana Dargin

Assistant Controller

Meredith Eisen

Meredith Eisen

Executive Director Investment Specialist

Renzo Fassioli, CIMA®

Renzo Fassioli CIMA®

Executive Director Investment Specialist

Holly Fletcher

Holly Fletcher

Associate Marketing

Keith Fletcher

Keith Fletcher

Partner Strategy & Development

Curtis Flippen

Curtis Flippen

Chief Compliance Officer

Katie Formato

Katie Formato

Associate Marketing

Brian Hoey

Brian Hoey

Executive Director Investment Specialist

Ryan Houlton

Ryan Houlton

Head of Trading Portfolio Manager

Eric Lutz

Eric Lutz

Executive Director Investment Specialist

Wes Mathews, CFA

Wes Mathews CFA

Senior Managing Director Head of Investment Strategy

Sara McDowell

Sara McDowell

Executive Director Investment Specialist

Tiffany Moseley

Tiffany Moseley

Executive Director Marketing

Brendan Noonan

Brendan Noonan

Executive Director Investment Specialist

Garrett Paolella

Garrett Paolella

Co-Founder Managing Partner

Nick Rigby

Nick Rigby

Executive Director Trading & Operations

Kiyoko Schmidt

Kiyoko Schmidt

Executive Director Trading & Operations

Robert Shea

Robert Shea

Partner Chief Operating Officer Chief Financial Officer

Danny Shields

Danny Shields

Associate Investment Specialist

JR Shields

JR Shields

Managing Director Head of Sales

Patrick Threadgill

Patrick Threadgill

Executive Director Investment Specialist

Joe Valdman

Joe Valdman

Partner Business Development

Ryan Walsh

Ryan Walsh

Executive Director Investment Specialist

Chris Wenner

Chris Wenner

Executive Director Research & Product Development