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 as Chief Investment Officer/Chief Financial Officer. With over 30 years in the financial industry, Dale leads the firm’s investment and corporate finance teams. As head of Meeder’s investment committee, Dale oversees the direction, refinement, and implementation of the firm’s investment process. Dale is also a member of Meeder executive team, working to define growth an innovation strategies.
Dale Smith, CFA
Chief Investment Officer
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Clint Brewer, CFA, CMT
Co-Chief Investment Officer
Clint has been with the firm since 2008. He brings nearly 15 years of investment industry experience to Meeder, and is responsible for leading, managing, and actively participating in the firm’s investment manager research, due diligence, security selection, and monitoring activities. He has been a member of the team managing the Funds since June 2008. Clint currently holds FINRA series 7, 63, 86 and 87 licenses.
Clint Brewer, CFA, CMT
Co-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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Angelo Manzo, CFA, CAIA
Portfolio Manager
Angelo joined Meeder as an Equity Portfolio Manager in 2015. With 10 years of investment industry experience, he is responsible for managing portfolios on third party platforms. Using the quantitative models and an evaluation of current market trends, Angelo constructs diversified portfolios based on those views.  Additionally, Angelo is engaged in the external manager due diligence, monitoring investment manager and portfolio exposures, and proposing investment changes. He currently holds FINRA series 7, 66, 31 licenses.
Angelo Manzo, CFA, CAIA
Portfolio Manager
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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 joined the firm in 2015 as a Fixed Income Portfolio Manager. She brings nearly 10 years of experience to the department, and is a member of the credit committee. Amisha coordinates the day-to-day management of Total Return Bond and Balanced Funds, as well as the Meeder fixed income portfolios. She also plays an integral role in security selection, investment manager research, review and decision-making process.
Amisha Kaus
Portfolio Manager
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David Turner, CFA
Senior Equity Analyst
David joined the firm in 2016 as a Senior Equity Analyst. With four years of investment industry experience, 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
Senior Equity Analyst
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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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Elizabeth Watson
Senior Fixed Income Analyst
Liz joined the firm in 2013. Prior to joining Meeder, Liz served as a public accountant specializing in auditing financial institutions. With over five years in the industry, Liz assists in the management of our fixed income funds and portfolios as well the advisement of portfolios in our public funds space.
Elizabeth Watson
Senior Fixed Income Analyst
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Jason Szabo
Fixed Income Analyst
Jason has been with the firm since 2015, bringing five years of experience to his Fixed Income Analyst role. Jason is responsible for analyzing cash flows and investments of Meeder Public Funds clients and prospective clients to determine strategy alignment and review. Jason is also responsible for fixed income trading, including security selection and execution, and fixed income model updating and maintenance.
Jason Szabo
Fixed Income Analyst
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David Kelsheimer
Equity Investment Analyst
David joined the firm in 2014. As an Equity Investment Analyst with two years of industry experience, David is responsible for manager research and due diligence, in addition to updating and creating investment models. He is also involved in the firm’s client communication process writing reports covering portfolio performance as well as capital market and macroeconomic analysis.
David Kelsheimer
Equity Investment Analyst
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Aaron Adkins, CFP®
Client Portfolio Manager
Aaron joined Meeder in 2016 bringing over 15 years of investment industry experience with him. He is responsible for communicating the Firm's investment strategies, capabilities, and positioning across internal and external channels. He also participates in the Firm's investment process, including quantitative concepts, portfolio construction, investment manager due diligence, and security selection. Aaron is a graduate of Ohio University with a BBA in Finance. He holds FINRA series 7, 63 and 65 licenses.
Aaron Adkins, CFP®
Client Portfolio Manager
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TAKE THE NEXT STEP
with Meeder Investment Management
(866) 633-3371
contact@meederinvestment.com
(866) 633-3371
contact@meederinvestment.com