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- About NEOS Investments
  
  We’re here to help the marketplace tackle the challenges of today, marked by volatile equity markets and interest rate uncertainty, while also managing for the long-term.
  
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  Meet Our Team
  
  NEOS Investments was founded by a global team of experts with decades of ETF experience, collaborating across firms and launching numerous ETFs currently in the market.
  
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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

Important Disclosures:

Investors should carefully consider the investment objectives, risks, charges and expenses of Exchange Traded Funds (ETFs) before investing. To obtain an ETF's prospectus containing this and other important information, please call (866) 498-5677 or view/download a prospectus here: SPYI | QQQI | IWMI | BTCI | CSHI | BNDI | HYBI | QQQH | SPYH | TLTI | IYRI | IAUI. Please read the prospectus carefully before you invest.

An investment in NEOS ETFs involve risk, including possible loss of principal. The equity securities purchased by the Funds may involve large price swings and potential for loss. There is no guarantee the NEOS ETFs will make monthly distributions and the amounts may fluctuate from month to month. Distributions made by NEOS ETFs have been classified as a return of capital and may be comprised of option premiums, dividends, capital gains, and interest payments. To view both current and historical monthly estimates of ETF distribution composition, investors may view the 19a-1 notices available on each corresponding Fund's webpage. Distributions classified as return of capital will reduce an investor’s cost basis in Fund shares owned, which may result in higher taxes paid in the future when the Fund shares are sold, even if the shares are sold at a loss compared to the original investment.

The use of derivative instruments involves risks different from, or possibly greater than, the risks associated with investing directly in securities and other traditional investments. These risks include (i) the risk that the counterparty to a derivative transaction may not fulfill its contractual obligations; (ii) risk of mispricing or improper valuation; and (iii) the risk that changes in the value of the derivative may not correlate perfectly with the underlying asset, rate or index. Derivative prices are highly volatile and may fluctuate substantially during a short period of time. The use of leverage by the Fund, such as borrowing money to purchase securities or the use of options, will cause the Fund to incur additional expenses and magnify the Fund’s gains or losses. The earnings and prospects of small and medium sized companies are more volatile than larger companies and may experience higher failure rates than larger companies. Small and medium sized companies normally have a lower trading volume than larger companies, which may tend to make their market price fall more disproportionately than larger companies in response to selling pressures and may have limited markets, product lines, or financial resources and lack management experience. The funds are new with a limited operating history.

Investments in smaller companies typically exhibit higher volatility. Investors in NEOS ETFs should be willing to accept a high degree of volatility in the price of the fund’s shares and the possibility of significant losses.

The information on this website does not constitute investment advice or a recommendation of any products, strategies, or services. Investors should consult with a financial professional regarding their individual circumstances before making investment decisions. NEOS Funds or its affiliates, nor Foreside Fund Services, LLC, or its affiliates accept any responsibility for loss arising from the use of the information contained herein.

NEOS ETFs are distributed by Foreside Fund Services, LLC.

Definitions:

Option: Options are financial derivatives that give buyers the right, but not the obligation, to buy or sell an underlying asset at an agreed-upon price and date.

Distribution Rate: The annual rate an investor would receive if the most recent fund distribution remained the same going forward. The distribution rate represents a single distribution from the Fund and is not a representation of the Fund's total return. The distribution rate is calculated by multiplying the most recent distribution by 12 in order to annualize it, and then dividing by the Fund's most recent ex-date NAV.

30-day SEC Yield: A calculation based on a formula mandated by the Securities and Exchange Commission (SEC) that calculates a fund's hypothetical annualized income, as a percentage of its assets. A security's income, for the purposes of this calculation, is based on the current market yield to maturity (in the case of bonds) or projected dividend yield (for stocks) of the fund's holdings over a trailing 30-day period. This hypothetical income will differ (at times, significantly) from the fund's actual experience; as a result, income distributions from the fund may be higher or lower than implied by the SEC yield.

Tax Loss Harvesting: The timely selling of securities at a loss in order to offset the amount of capital gains tax due on the sale of other securities at a profit.