Public Funds
Leadership Team
Jason Click, CFP®
Senior Vice President
Jason joined Meeder in 2007. With nearly 20 years of experience in the financial services industry, Jason serves as Senior Vice President of Meeder Investment Management and President of Meeder Public Funds. Jason oversees the strategic direction and management of Meeder’s Public Funds, Private Client Services, and Retirement Plan Services businesses. Jason is a member of the executive team working to define growth and innovation strategies for the overall firm. He currently holds a FINRA series 6, 63 and 7.
Jason Click, CFP®
Senior Vice President
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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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Advisory Team
Eileen Stanic, CTP
Senior Public Funds Advisor

Eileen Stanic holds a B.B.A. in Finance from Cleveland State University where she was the recipient of the Wall Street Journal Award.  She has over 30 years of treasury management and investment management experience including more than a decade of Ohio public funds investment advisory experience. She has presented at various Ohio public funds educational seminars and has served as a CPIM instructor. Eileen holds the Certified Treasury Professional (CTP) designation and is a member of the CFA Institute and the CFA Society of Cleveland.

Eileen Stanic, CTP
Senior Public Funds Advisor
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Mike Kloack
Senior Public Funds Advisor

Mike Kloack has over 20 years of experience serving Michigan municipal clients. In 2015, he co-founded GPS Consulting Services through the acquisition of SBA Investment Advisors from Stauder, Barch & Associates. Mike has a Bachelor’s degree in Management from Baker College and an MBA with a concentration in finance from Spring Arbor University. He has also previously held Series 7 and 63 licenses.

Mike Kloack
Senior Public Funds Advisor
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Nick Vaccari, CFIP
Public Funds Advisor

Nick Vaccari is a graduate of The Ohio State University with a B.S. in Consumer and Family Financial Services.  He joined Meeder in 2012. Including his previous positions as a Personal Banker and Transfer Agency Analyst, he currently holds over 7 years of banking and investment industry experience.  He is presently an Advisor of Public Funds.

Nick Vaccari, CFIP
Public Funds Advisor
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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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Stephanie Beachy
Public Funds Assistant

Stephanie, a 2015 graduate of Capital University, joined Meeder in January of 2017.  She brings 2 years of management and client service skills to Meeder.   She is responsible for coordinating and creating portfolio presentations for current and prospective clients, as well as other various tasks related to the Public Funds team. She is also actively involved in administrative duties, event management, and Meeder’s Wellness Committee.

Stephanie Beachy
Public Funds Assistant
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Investment Team
Dale Smith, CFA
Co-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
Co-Chief Investment Officer
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ClintON 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. 
ClintON Brewer, CFA, CMT
Co-Chief Investment Officer
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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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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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Andrew Caffee
Fixed Income Analyst
Andrew joined the firm in 2015. As a Fixed Income Analyst, Andrew is responsible for performing fundamental credit research on investment-grade corporate debt issuers, monitoring approved issuers, and providing periodic assessments of their credit quality. Additionally, Andrew screens the investment-grade universe for potential debt investments. Andrew is a skilled writer, and produces commentary for weekly and quarterly newsletters.
Andrew Caffee
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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TAKE THE NEXT STEP
with Meeder Investment Management
(866) 633-3371
contact@meederinvestment.com
(866) 633-3371
contact@meederinvestment.com