Matthew Cavallo

Director - Investment Specialist at NEOS Investments

Matthew Cavallo is currently serving as the Director - Investment Specialist at NEOS Investments since October 2023. Prior to this role, Matthew held positions at Lincoln Financial Group as a Sr. Internal Wholesaler and Associate Inbound Internal Wholesaler. Before that, Matthew worked as a Financial Advisor at Gorra Financial Group, where Matthew collaborated with senior advisors to create financial strategies for clients. Matthew earned their Bachelor of Arts in Psychology from the University of Connecticut in 2021.

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Timeline

  • Director - Investment Specialist

    October, 2023 - present