With you.
For you.

Adam joined Meeder in 2015 and holds the role of Chief Operating Officer. Adam has nearly 30 years of investment industry and business management expertise and has held various senior leadership roles throughout his career. As a member of the Leadership Team, Adam has broad oversight for several functional areas including Operations, Information Technology, Finance, and Private Wealth Management. Adam is also responsible for global growth initiatives and projects, developing new lines of business, and managing acquisition opportunities to support the continued growth of the firm. Adam graduated from Taylor University with a Bachelor’s Degree in Accounting.

Matt Bowersox joined Meeder in 2024 as Chief Financial Officer. Matt brings over 14 years of public accounting experience with PricewaterhouseCoopers LLP where he held progressive leadership positions managing high-profile clients in the financial services industry. As a member of the Leadership Team, Matt leads our Corporate Finance function and is responsible for accounting and financial reporting, financial planning and analysis, treasury, tax, and mergers and acquisitions. Matt is a Certified Public Accountant (CPA) and received his Bachelor of Science degree in Accounting from Grove City College.

Tim joined Meeder in 2015 and holds the role of Chief Legal Officer. He oversees all Legal and Compliance functions for the firm and is a member of the Leadership Team. Tim has nearly 25 years of experience in the financial services regulatory and litigation fields in both the private and public sectors. Tim received his Bachelor’s Degree in Government from Connecticut College, his Juris Doctorate from Fordham University School of Law, and his General Course Certificate from the London School of Economics and Political Science.

Susan joined the firm in 2009 and currently serves as Chief Administrative Officer. Susan has over 30 years of strategic management and operations experience, having served as a senior leadership team member for several public companies. As a member of the Leadership Team, Susan oversees Business Administration, Human Resources, Strategic Planning & Growth Initiatives, Facilities and Meeder’s Operating System (powered by EOS).

Jason joined Meeder in 2009. With over 25 years of experience in the financial services industry, Jason serves as the President of Meeder Public Funds and Meeder Wealth Management, overseeing the strategic direction and management of both business lines. Jason is a member of the Leadership Team working to define growth and innovation strategies for the overall firm. Jason is a Certified Financial Planner® (CFP®). Jason is also a graduate of The Ohio State University and received his Bachelor’s Degree in Business & Finance.

Tim Brand joined Meeder in 2024 as Senior Vice President, Head of Distribution for Advisor Consulting. Tim brings over 30 years of investment management and leadership experience to our firm. Tim has a track record of building and leading high-performing distribution teams, driving asset growth, and expanding market presence through strategic partnerships with RIAs, broker-dealers, and national platforms. Prior to Meeder, Tim served as Head of Distribution with Convexitas and has held various sales leadership roles with Calamos Investments including Head of US Intermediary Distribution, Global Sales Director, and Director of East Division Sales. Tim holds a Bachelor’s Degree in Management from Hartwick College and is a Chartered Financial Analyst® (CFA®) and Chartered Alternative Investment Analyst® (CAIA®) charterholder.

Leah joined Meeder as Chief Marketing Officer in 2018, bringing over 20 years of experience in the investment industry. Her career includes several years as a financial advisor and more than 15 years leading marketing teams at investment management firms. As a member of Meeder’s Leadership Team, Leah contributes deep expertise in digital marketing, client segmentation, and brand messaging. She earned both an MBA in Financial Planning and a Bachelor’s degree in Administration from Saint Xavier University.

Kelly joined the firm in 2021 as Vice President, Human Resources. Kelly brings nearly 25 years of leadership, strategic talent management, and Human Resources experience to our firm with expertise in linking Human Resources strategies to business initiatives and results. Kelly graduated from The Ohio State University with a Bachelor’s Degree in Business Administration. As a member of the Leadership Team, Kelly leads the firm’s Human Resources function and is accountable for developing and driving human capital strategies for talent acquisition, performance management, learning & development, talent mobility, total rewards, and the firm’s culture & engagement programs.

Joe Bell joined the firm in March 2018. With more than 17 years of investment industry experience, he is responsible for overseeing the management of Meeder’s mutual funds, advisory consulting, investment portfolios, and separately managed accounts across a range of tactical strategies. Joe actively leads and participates in the firm’s asset allocation strategy, portfolio construction, and quantitative investment research process. He holds the Chartered Financial Analyst (CFA) designation, the Chartered Market Technician (CMT) designation, and the Certified Financial Planner™ designation (CFP®).

Ted joined Meeder in 2006 and has over 20 years of financial services experience. Ted has been involved with many areas of the organization including sales, investments, key accounts and product development. Ted has developed new lines of distribution and implemented investment strategies on multiple retirement and third-party asset management platforms. Ted provides leadership and investment oversight to our Advisory Consulting and Retirement Plan Services divisions. Prior to joining Meeder, Ted’s previous experience includes acting as Retirement Plan Consultant for Nationwide Financial and Financial Advisor with AXA Advisors. Ted graduated Magna Cum Laude from Ohio University with bachelor’s degrees in Business Pre-Law and Finance. He also holds an MBA from Capital University.

Shivam joined the firm in 2023 as Director of Quantitative Research with over 15 years of investment management and research experience. He is responsible for the development and enhancement of the firm’s quantitative models that drive investment decision making, including tactical asset allocation, Global/U.S. equity, and fixed income strategies. He currently holds his FRM, a Master of Financial Engineering degree from the University of California, Berkeley and his Bachelor of Technology from the Indian Institute of Technology.

Aneep joined the firm in 2023 as a Portfolio Manager with over 25 years of financial services and investment management experience. He is responsible for managing Meeder’s fixed income strategy across the firm’s mutual funds, separately managed accounts, and model portfolios. He utilizes our quantitative investment process to allocate across various fixed income strategies, making decisions on credit quality, sector, and duration. Aneep also oversees manager due diligence of Meeder’s fixed income strategies and provides thought leadership for the firm’s tactical strategies. Aneep graduated from Pepperdine University with an MBA and The Ohio State University with a BA in Finance. He is a CFA charterholder.

Sean Allen joined the firm in 2022. With 9 years of industry experience, Sean has an extensive background encompassing investment research, trading, and asset allocation. Sean assists in the management of Meeder’s mutual funds and quantitative investment research process. He holds the Chartered Financial Analyst (CFA) designation, the Chartered Market Technician (CMT) designation, and the Chartered Alternative Investment Analyst (CAIA) designation.

Todd joined the firm in 2022. Prior to joining the firm, Todd worked in Institutional Investment Consulting and Wealth Management conducting performance analysis and research. Todd is responsible for communicating portfolio positioning and capital market perspectives to Investment Consulting and Retirement Plan clients. He also assists in the investment due diligence and advisor portfolio construction process. Todd is a graduate of The University of Illinois-Chicago with a Bachelor of Science in Finance. He holds the Chartered Financial Analyst (CFA) designation.

Drew joined the firm in 2023 as an Equity Analyst with 2 years of experience in the financial services industry. He is responsible for conducting investment research, participating in trading activities, and supporting investment communication in written and verbal forms. Additionally, Drew helps manage the Tactical Allocation, US Equity, and International strategies for Meeder’s Tactical Mutual Funds. Drew graduated from Baylor University with a BA in Finance.

Dale joined Meeder in 2005 and serves as Chief Investment Officer Emeritus. 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 Leadership Team, working to define growth and innovation strategies.

Jason started with the firm in 2006 and currently serves as the 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.

As Director of Fixed Income, Jason is responsible for the implementation of the Public Funds investment strategies as well as oversight of the portfolio management team. Jason also supervises the daily management of client portfolios, trade execution, portfolio strategy, portfolio construction, and the department’s market research. Jason is a member of our Investment and Credit committees. Jason has been with the firm since 2015. Jason is a CFA charter holder and a graduate of The Ohio State University.

David joined Meeder in 2024 as Director of Credit Research. David joined Meeder from the Huntington National Bank, where he held various roles in the Private Bank over the past ten years, including Portfolio Manager and Assistant Vice President, Senior Equity Analyst. During his time at Huntington, David covered a broad range of sectors, including Financials, Consumer Discretionary, Industrials, Healthcare, Energy, and Communication Services. Prior to joining Huntington, David worked at a research firm, conducting sell-side equity research across various sectors, and at a private equity firm. David holds a B.A. in Economics from Case Western Reserve University and an MBA from the Ohio State University, Fisher College of Business. David is a Chartered Financial Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA).

Jacob joined the firm in January 2019. Prior to joining the firm, Jacob worked in bank examination and regulation. Jacob is responsible for managing and trading public fund client accounts and contributing to economic research. Jacob is a member of our Investment and Credit committees and is involved in developing our investment strategies.Jacob is a CFA charter holder and a graduate of Western Kentucky University.

Amisha joined Meeder as a Portfolio Manager, responsible for the management and execution of public fund client accounts. Amisha is an alumnus of Indiana University of Pennsylvania, where she earned both a Bachelor of Science in Finance degree and a Master of Business Administration. She originally began her career at Meeder in 2015, where she managed the fixed income portion of Meeder funds, separately managed accounts and model portfolios, conducted sector and security research, and developed proprietary quantitative models. She has over 15 years of investment management experience.

David is a portfolio manager working directly on client accounts as a key contributor to fixed-income trading and portfolio construction. David joined Meeder from the Patterson Group in 2021. Prior to working with Patterson Group, David gained experience working with Fortune 500 companies Charles Schwab and Edward Jones in an investment advising capacity. He is a graduate of The University of Texas at Austin, McCombs School of Business having earned his Bachelor of Business Administration (BBA) degree with specialization in Finance and Investment Management.

Andrew is a Portfolio Manager with over 15 years of financial services and investment management experience. He is responsible for portfolio management and executing investment transactions for client accounts, and conducting market and economic research. He is also a member of Meeder’s Investment and Credit committees and is involved in developing and implementing investment strategies. Before joining Meeder, Andrew served as a portfolio manager for the Pennsylvania State Treasury, where he managed a short-term portfolio valued at $25 billion on behalf of the state and its agencies. Andrew holds an MBA from Lebanon Valley College and a BS in Finance from The Pennsylvania State University.

Robert brings nearly 25 years of investment industry experience to the firm. Robert is primarily responsible for conducting and maintaining credit research for the issuers included in the Meeder Money Market Fund, Public Funds, and STAR Ohio products. Robert also has experience managing our fixed income portfolios including the Meeder Money Market Fund, Tactical Income Fund, and Balanced Fund as well as fixed income separately managed accounts and model portfolios. Robert joined the firm in 2006. Robert holds an MBA from Western Michigan University and a BBA from Central Michigan University.

Wil’s primary responsibilities on the Public Funds team include assisting with client portfolio management, executing trades, and conducting market research.Wil graduated from the University of Dayton with a bachelor’s degree in finance.

Shraya Marri joined Meeder in 2025 as a Fixed Income Analyst, where she helps in client portfolio management and fixed income research. Prior to joining Meeder, Shraya worked as a Sales Operations Analyst at Westinghouse. Shraya graduated from Miami University of Ohio with a bachelor’s degree in finance.

Gregory Fisher joins Meeder from Ford, where he worked as a financial analyst, completing special projects for the firm with a focus on data analytics. He is on the Credit Research team, where he will help oversee the credit exposures of the public funds team and those of their clients. Greg is a graduate of Ohio State’s Fisher College of Business.

Evan Saylor is a Credit Analyst at Meeder, having completed his Specialized Master in Finance from Ohio State’s Fisher College of Business. He is involved in the active review of approved credit issuers, particularly corporates, and is currently actively pursuing the CFA designation.

Angelo joined Meeder in 2015. With over 15 years of investment industry experience, he is responsible for leading and managing the Private Wealth Management team. Angelo actively leads in the firm’s asset allocation strategy, external manager due diligence, and portfolio construction. He graduated with honors from Otterbein University and received a MBA from Wright State University. He currently holds the Chartered Financial Analyst (CFA) designation, Chartered Alternative Investment Analyst (CAIA) designation, and the Certified Financial Planner (CFP) designation.

Steve joined the firm in August 2017 after graduating with a Specialized Master in Finance from The Ohio State University. He is responsible for the daily oversight of Private Wealth Management Separate Accounts. Steve actively contributes to the asset allocation of investment solutions within Private Wealth Management and he leads investment-related technology initiatives that focus on product innovation. He is currently a CFA® charterholder and is a graduate from Ashland University with a Bachelor of Business Administration in Accounting & Finance.

Andrew previously served as a senior analyst on a private equity team and has experience in real estate investments and fixed income. On the Private Wealth team, he is responsible for portfolio construction, advisor engagement, and technology implementation. He graduated with honors from the University of Louisville and is a CFA charterholder.

Mikel Zeidensten joined Meeder in 2024. He has nearly 10 years in investment experience. He is responsible for portfolio construction, asset allocation and manager due diligence. Previously, he led the investment team at an RIA in Columbus, Ohio. He is a Chartered Financial Analyst and graduated from Ohio University.

Drew joined the firm in June 2021 and is a graduate from the University of Kentucky with a Bachelor of Business Administration in Finance. As a member of the Private Wealth Management team, Drew is responsible for trading and monitoring client accounts. His other responsibilities include assisting with investment due diligence and market research.

Josh joined the firm in August 2022 after graduating from The University of Findlay with a Bachelor of Science in both Finance and Accounting. He is an Investment Analyst with  the Private Wealth team and is responsible for trading, monitoring, and allocating client accounts. Josh assists in investment due diligence as well as market research.

Neil joined Meeder Investment Management in 2025 after earning his Bachelor of Science in Business Administration with a Specialization in Economics from The Ohio State University. He is responsible for the daily monitoring and trading of client accounts. In addition, Neil contributes to manager due diligence and supports ongoing market research.