Our Team
Bob Meeder
President and Chief Executive Officer

Bob began his career with the firm in 1983, serving as President/Chief Executive Officer since 1995. In this role, Bob oversees the formulation and integration of Meeder’s strategic direction throughout the organization as head of the firm’s executive team. As a member of the investment committee, he is instrumental in the development of Meeder’s tactical and strategic investment disciplines. Additionally, Bob continues to be a major player in expanding the firm’s product line, distribution channels, and client base.

Bob Meeder
President and Chief Executive Officer
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Dale Smith, CFA
Chief Investment Officer

Dale joined Meeder in 2005 and serves as Chief Investment Officer. With over 30 years in the financial industry, Dale is responsible for leading, managing, and actively participating in the firm’s investment manager research, due diligence, security selection, and monitoring activities. Dale is also a member of Meeder executive team, working to define growth and innovation strategies.

Dale Smith, CFA
Chief Investment Officer
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Jason Headings, CMT
Director of Fixed Income and Senior Vice President, Public Funds

Jason started with the firm in 2006 and currently serves as the Director of Fixed Income and Senior Vice President of Public Funds. Jason is a Chartered Market Technician and brings more than a decade of investment industry experience, including a deep knowledge of investing in the public funds space.  Additionally, Jason has won numerous awards for his work on the Meeder Money Market Fund.  He currently holds a FINRA series 6.

Jason Headings, CMT
Director of Fixed Income and Senior Vice President, Public Funds
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Joe Bell, CFA, CMT
Portfolio Manager

Joe Bell joined the firm in March 2018.  With more than 14 years of investment industry experience, he is part of the team that manages and constructs equity mutual funds and proprietary and non-proprietary investment portfolios.  Mr. Bell also researches and develops the firm’s quantitative models, security selection process, and evaluates current market trends.  He currently holds the Chartered Financial Analyst (CFA) designation and the Chartered Market Technician (CMT) designation.

Joe Bell, CFA, CMT
Portfolio Manager
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David Turner, CFA
Director of Research
David joined the firm in 2016 as a Senior Equity Analyst. David works closely with the equity portfolio managers performing research on factors used in Meeder’s quantitative models, and driving data quality processes to ensure the information entering our models is clean and accurate. David also provides support for the daily operation of mutual funds including running optimizations and placing trade orders.
David Turner, CFA
Director of Research
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Angelo Manzo, CFA, CAIA
Portfolio Manager and Vice President, Private Wealth Management

Angelo joined Meeder in 2015. With 12 years of investment industry experience, he is responsible for leading and managing private wealth management and advisory consulting.  Angelo actively participates in the firm’s asset allocation strategy, external manager due diligence, and portfolio construction. He currently holds the Chartered Financial Analyst (CFA) designation, Chartered Alternative Investment Analyst (CAIA) designation, and FINRA series 7, 66, 31 licenses.

Angelo Manzo, CFA, CAIA
Portfolio Manager and Vice President, Private Wealth Management
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Robert Techentin
Portfolio Manager
Robert joined the firm in 2006. He brings nearly 25 years of investment industry experience to the firm as a Fixed Income Portfolio Manager. Robert focuses on managing our fixed income portfolios including the Meeder Money Market Fund, Total Return Bond Fund, and Balanced Fund as well as fixed income separately managed accounts and model portfolios. Robert is also heavily involved in our public funds space, managing and advising portfolios for state and local government entities. He currently holds FINRA series 7 and 63 licenses.
Robert Techentin
Portfolio Manager
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Amisha Kaus
Portfolio Manager
Amisha has been with Meeder since 2015 as a Fixed Income Portfolio Manager. With over 13 years of industry experience, she is responsible for managing fixed income portion of the Meeder allocation strategies, Total Return Bond fund, as well as the fixed income separately managed accounts and model portfolios. Amisha also plays an integral role in investment manager due diligence, security selection, and fixed income model research and implementation.
Amisha Kaus
Portfolio Manager
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Jason Szabo
Portfolio Manager

Jason has been with the firm since 2015, bringing five years of experience to his role. He is responsible for the daily management of client portfolios, trade execution, portfolio strategy, portfolio construction, and conducting market research. Jason is a CFA Level III Candidate and a 2010 graduate of The Ohio State University.

Jason Szabo
Portfolio Manager
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Scott Gruber, CMT
Client Portfolio Manager
Scott joined Meeder in 2011 as a Performance Reporting Analyst. Today, Scott’s role as a Client Portfolio Manager focuses on our public funds solutions, working with clients to implement and maintain investment objectives, manage future cash flows, and provide reporting on investment results. Scott also manages fixed income trading, including trading strategy and cash management, and provides technical inputs and research for the management of the Total Return Bond portfolio. He currently holds FINRA series 7 license.
Scott Gruber, CMT
Client Portfolio Manager
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Matt De Long, CFA
Senior Investment Analyst

Matt joined Meeder in 2019 as a Senior Investment Analyst, bringing nearly 10 years of finance and investment experience to the role. He assists in the construction and management of portfolios across various platforms. Additionally, Matt performs investment manager due diligence, researching and monitoring mutual funds, ETFs, and investment products. Matt is a CFA charterholder and holds an MBA in Finance from Columbia University.

Matt De Long, CFA
Senior Investment Analyst
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Steve Mowry
Investment Analyst
Steve joined the firm in August 2017 after graduating with a Specialized Master in Finance from The Ohio State University. Steve is primarily responsible for conducting and maintaining credit research for all issuers included in the Meeder Money Market Funds and STAR Ohio products, and assists with the daily performance and compliance reporting for those products.
Steve Mowry
Investment Analyst
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Alex Stone
Fixed Income Analyst
Alex joined Meeder in June 2018, bringing with him three years of investment analysis experience. Alex conducts research and analysis for all issuers included in Meeder’s fixed income funds, Public Funds, and STAR Ohio. He also writes weekly and monthly economic newsletters, which are distributed to STAR Ohio and the public funds clients. Alex is a candidate for the CFA Level II Exam and a 2015 graduate from Miami University.
Alex Stone
Fixed Income Analyst
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Jacob Billhartz
Fixed Income Analyst

Jacob joined the firm in January 2019. Prior to joining the firm, Jacob worked in bank examination and regulation. Jacob is primarily responsible for conducting and maintaining credit research for the financial issuers included in the Meeder Money Market Funds, Public Funds, and STAR Ohio products. Additionally, Jacob assists with daily performance and compliance reporting for those products. Jacob is a candidate for the CFA Level III Exam and a 2014 graduate of Western Kentucky University.

Jacob Billhartz
Fixed Income Analyst
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James Milletics
Fixed Income Analyst
Jim joined the firm in June 2019 after graduating from Western Michigan University with a Bachelor of Business Administration with concentration in finance. He is primarily responsible for conducting and maintaining portfolio research for the fixed income funds. Additionally, Jim performs investment due diligence, assisting in the management of the portfolios.
James Milletics
Fixed Income Analyst
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TAKE THE NEXT STEP
with Meeder Investment Management
(866) 633-3371
contact@meederinvestment.com
(866) 633-3371
contact@meederinvestment.com