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. Additionally, Jason has won numerous awards for his work on the Meeder Money Market Fund. He currently holds a FINRA series 6.
Dennis has over 35 years of fixed income investment management experience, both in the public and private sectors. Prior to founding UACC, Dennis was the Executive Director of Investments and Banking for the Ohio Treasury where his duties included the management of the state’s investment pool, STAR Ohio, which was originally developed and managed by Dennis during the mid-1980s. Today, it has evolved into a multi-billion dollar, short-term investment vehicle used by Ohio political subdivisions.
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.
Nick Vaccari joined Meeder in 2011, with an early focus in his career promoting government sponsored investment programs. Today he serves as an Advisor, working with institutional clients, helping each meet their goals while providing a top notch customer experience. Nick currently holds a Certified Fixed Income Practitioner designation, FINRA Series 6, and FINRA Series 65.
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.
Jim has over 12 years of investment management and operations experience. Jim joined Meeder in 2018 as part of the UACC transaction and is responsible for the daily management of client portfolios, executes trades, maintaining the performance records and conducting market research. Prior to joining UACC, Jim worked as a credit analyst at JP Morgan Chase. Jim is an active member of the CFA Institute and the CFA Society of Columbus.
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.
Jason has been with the firm since 2015, bringing five years of experience to his role. Jason responsible for the daily management of client portfolios, trade execution, portfolio strategy, portfolio construction, and conducting market research.