NEOS Investments, an award-winning ETF issuer, is pleased to announce the appointment of Wes Mathews to its executive team as Senior Managing Director, Head of Investment Strategy.
Recognized for his experience and leadership within the defined outcome ETF market, Mathews joins NEOS to advance product innovation and support the firm’s next phase of growth. His addition underscores NEOS’ mission to deliver best-in-class options-based ETFs while strengthening its experienced team as the firm continues to grow across key areas of the business.
Mathews brings more than a decade of experience from Milliman Financial Risk Management (FRM), where he served as Principal and Senior Director, leading the Product Development, Portfolio Solutions, and Distribution teams. During his tenure, Milliman FRM’s assets under advisement, including ETF partnerships, grew to more than $180 billion.
An early contributor to the defined outcome ETF market, Mathews played a key role in launching the industry’s first Buffered ETFs in 2018. His deep expertise in derivatives trading, portfolio management, and investor education reinforces NEOS’ commitment to building a team of seasoned professionals dedicated to delivering thoughtful, innovative, and purposeful investment solutions designed to meet the evolving needs of investors.
“Wes brings a rare combination of product design expertise and deep derivatives knowledge that is difficult to find in our industry,” said Garrett Paolella, Co-Founder and Managing Partner at NEOS Investments. “His proven ability to translate complex risk management concepts into successful, scalable investment products, particularly within the options-based ETF space, will be crucial as NEOS broadens its offerings and continues to prioritize investor support and ongoing education.”
Mathews added, “I am incredibly excited to join the innovative team at NEOS. The firm has already established itself as a leader in the options-based ETF space, offering income-focused solutions designed to deliver enhanced, tax-efficient outcomes for investors. I look forward to leveraging my experience to help NEOS continue to deliver innovative investment solutions and support for investors.”
About NEOS Investments
NEOS Investments is an award-winning ETF issuer founded in 2022 and headquartered in Westport, CT. The firm was established by a team of options-based ETF pioneers with decades of experience developing and managing some of the industry’s most widely used options-based ETFs. NEOS offers a suite of ETFs designed to deliver the next evolution of options-based investing where seeking income is the outcome. The firm’s solutions aim to provide investors with core portfolio building blocks that offer monthly income, tax efficiency, and diversification through a data-driven approach.
For more information, visit neosfunds.com.
Important Disclosures:
An investment in NEOS ETFs involve risk, including possible loss of principal. 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 at https://neosfunds.com. Please read the prospectus carefully before you invest.
NEOS ETFs are distributed by Foreside Fund Services, LLC
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