Retirement
Leadership
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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Ted Clark
Director of Retirement Plan Services
Ted joined Meeder Investment Management in 2006. Since then, Ted has been part of the sales and investment teams at Meeder, giving him one of the most valuable perspectives in our firm. Ted understands not only our solutions, but also the needs of advisors and uses that knowledge to create portfolios on multiple platforms. He manages a team of associates that handles critical trading, performance reporting and other investment operations functions. Ted is also responsible for maintaining GIPS® compliance and ongoing verification processes.
Ted Clark
Director of Retirement Plan Services
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Tim McCabe
Chief Legal Officer
Tim joined Meeder in 2015 as Chief Legal Officer. He oversees all legal and compliance functions for the firm and is a member of the executive team. Tim has over 15 years of experience in the financial services regulatory and litigation fields in both the private and public sectors. Tim received his B.A. in Government from Connecticut College, his J.D. from Fordham University School of Law, and his General Course degree from the London School of Economics.
Tim McCabe
Chief Legal Officer
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Sales & Service Support
Bob Brown
Retirement Plan Specialist

Bob brings over 15 years of Retirement Plans experience to Meeder. He is experienced in implementation, administration, sales, enrollment, and managed accounts of Retirement Plans. 

Bob has a Bachelor of Business Administration from The Ohio State University.  He currently holds a Series 6 and 65 along with an Accredited Investment Fiduciary (AIF) certification.  

Bob Brown
Retirement Plan Specialist
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Kerri Nicholson
Private Client Specialist
Kerri joined Meeder in 2009. Kerri works with Private Clients, assisting them as they pursue their financial and retirement goals. Throughout her time at the company, Kerri has earned the Chartered Retirement Planning Counselor and Accredited Wealth Management Advisor designations allowing her to better serve her clients. Kerri also holds a FINRA series 6 license.
Kerri Nicholson
Private Client Specialist
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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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Regional Coverage
Justin Terman
Vice President, Sales
Justin has been with Meeder since 2009. He brings 15 years of investment industry experience to Meeder, with previous roles in sales, investments, operations and performance reporting. As Divisional Vice President, Justin oversees Meeder’s sales efforts for the eastern United States. Justin earned his B.B.A. in finance from Kent State University and holds a FINRA Series 7 license.
Justin Terman
Vice President, Sales
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Ed Cordova
Senior Regional Consultant
Ed joined the firm in 2015. Ed brings nearly 20 years of investment industry experience to his role as Divisional Vice President with previous roles as Regional Sales Consultant and Allstate Agency Owner. In his current role, Ed is responsible for managing, coaching and developing external consultants, and ensuring focus and execution against company objectives. Ed earned his BA in History at the University of Connecticut and holds FINRA 6, 7, and 63 licenses.
Ed Cordova
Senior Regional Consultant
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Joe Tocyloski
Senior Regional Consultant
Joe joined the firm in 2016 as Senior Regional Vice President working closely with financial advisors and intermediaries in Connecticut, Massachusetts, New Jersey, New York, and Rhode Island. Joe brings over 30 years of investment industry experience to Meeder, with recent positions as Director and Senior Regional Manager at Alliance Bernstein specializing in mutual funds, managed accounts and college savings plans. Joe earned his B.A. in business from Rutgers University and holds FINRA series 6 and 63 licenses.
Joe Tocyloski
Senior Regional Consultant
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Dan Messmer
Regional Consultant
Dan has been with Meeder since 2013. Dan brings four years of investment industry experience to Meeder with previous positions as Territory Management Representative and Internal Investment Consultant. Dan works closely with financial advisors and intermediaries in Alabama, Florida, Georgia, Mississippi, North Carolina, South Carolina, and Virginia. Dan is a graduate of Ohio University with a BBA in Finance, Marketing, and Sales. Dan holds a FINRA series 7 license.
Dan Messmer
Regional Consultant
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Kevin Ellson
Regional Consultant

Kevin brings over 20 years of experience to the firm. Prior to Meeder, Kevin was a wirehouse broker and Regional Investment Consultant. Kevin also serves our country as a Colonel in the U.S. Army. He has been awarded the Bronze Star, the Defense Meritorious Service Medal, and numerous other campaign and service medals. He received his Bachelor of Science in Political Science from Oregon State University and was a Distinguished Honor Graduate from the U.S. Army War College. Kevin holds FINRA Series 7 and 63 licenses.

Kevin Ellson
Regional Consultant
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Operations
Jason Dykstra
Private Client Services Operations Manager
Jason has been with the firm since 1999. Jason, who has 17 years of industry experience, is responsible for Private Client and Public Funds account maintenance. Jason and his team are responsible for the day-to-day operations of these accounts including executing trades and ensuring that client investment policies are adhered to. Jason holds a FINRA series 6 license.
Jason Dykstra
Private Client Services Operations Manager
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Doug Jennings
Assistant General Counsel - Chief Compliance Officer
Doug joined Meeder in 2016 as Chief Compliance Officer. He is responsible for regulatory compliance by Meeder’s investment adviser and broker-dealer subsidiaries and is a member of the firm’s legal services team. Doug received his B.A. and J.D. from The Ohio State University and has over 15 years experience representing firms and individuals in the financial services industry.
Doug Jennings
Assistant General Counsel - Chief Compliance Officer
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Investment Committee
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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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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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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TAKE THE NEXT STEP
with Meeder Investment Management
(866) 633-3371
contact@meederinvestment.com
(866) 633-3371
contact@meederinvestment.com