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.

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Nick Bonos

Executive Director, Operations

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Thomas Carruthers

Executive Director, Investment Specialist

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Troy Cates

Co-Founder, Managing Partner

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Matthew Cavallo

Executive Director, Investment Specialist

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Ben Cheney, CFA

Executive Director, Sales Insights

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Wyman Chu

Executive Director, Client Portfolio Strategist

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Jonathan Cohen

Executive Director, Investment Specialist

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Zachary Csillag

Partner, Head of Marketing

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Adriana Dargin

Assistant Controller

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Meredith Eisen

Executive Director, Investment Specialist

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Renzo Fassioli, CIMA®

Executive Director, Investment Specialist

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Holly Fletcher

Marketing Associate

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Keith Fletcher

Partner, Strategy & Development

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Curtis Flippen

Chief Compliance Officer

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Katie Formato

Marketing Associate

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Brian Hoey

Executive Director, Investment Specialist

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Ryan Houlton

Head of Trading, Portfolio Manager

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Eric Lutz

Executive Director, Investment Specialist

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Wes Mathews, CFA

Senior Managing Director, Head of Investment Strategy

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Sara McDowell

Executive Director, Investment Specialist

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Garrett Paolella

Co-Founder, Managing Partner

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Matthew Reilly, CFA

Executive Director, Investment Specialist

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Nick Rigby

Executive Director, Trading & Operations

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Kiyoko Schmidt

Executive Director, Trading & Operations

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Robert Shea

Partner, Chief Operating Officer, Chief Financial Officer

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JR Shields

Managing Director, Head of Sales

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Tim Spelman

Executive Director, Investment Specialist

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Joe Valdman

Partner, Business Development

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Ryan Walsh

Executive Director, Investment Specialist

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Chris Wenner

Executive Director, Research & Product Development