With you.
For you.

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.

Adam joined the firm in early 2015 and brings over 12 years of investment industry experience and an additional 10 years of business management. Adam is responsible for leading corporate finance and the operations teams that serve all lines of business. He is instrumental in working with interdepartmental teams to develop new lines of business, manage acquisitions and large client conversions, and overseeing regulatory exams.

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 17 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.

Jason joined Meeder in 2009. With over 20 years of experience in the financial services industry, Jason serves as Senior Vice President. Jason oversees the strategic direction and management of Meeder’s Public Funds and Wealth Management businesses. Jason is a member of the executive team working to define growth and innovation strategies for the overall firm.

Dan joined the firm in 2017 and serves as Senior Vice President and Head of Advisor Consulting. Dan brings more than three decades of industry and investment management experience to Meeder, having served as Senior Managing Director and Head of National Sales at Horizon Investments and Senior Vice President at AssetMark Investments. Dan oversees the firm’s market positioning and development of key messaging for the firm’s third-party distribution channel. 

Leah Curtis joined the firm as Chief Marketing Officer at the start of 2019. With nearly 20 years of investment industry experience, Leah spent several years as a financial advisor and the past 12+ years managing marketing teams with investment management firms across the country. As a member of the executive team, Leah brings expertise in digital marketing, client segmentation, and brand messaging. Leah graduated from Saint Xavier University with an MBA in Financial Planning and a Bachelors in Administration.

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.

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 both the Chartered Financial Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA) designations.

Jacob joined the firm in 2022 and is a graduate of Robert Morris University with a Bachelor of Business Administration in Finance and Accounting with a Minor in Data Analytics. He has previous experience in Bank regulation and Stock Based lending. He primarily works on improving the performance of the quantitative models.

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.

Chris joined the firm in September 2021. Prior to joining the firm, Chris worked in Institutional Equity Research Sales, his coverage included more than 150 individual companies across Consumer, Technology, Healthcare and Industrial sectors. He was also responsible for managing alpha capture portfolios for clients. Chris is a graduate of Ashland University, with a Bachelor's of Science in Finance and Accounting.

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 executive team, working to define growth and innovation strategies.

Dr. Pae is an advisor to our investment research process for tactical asset allocation, equity security selection, fixed income and other models used in the management of Meeder’s funds, investment portfolios, and separately managed accounts. He joined the company in 2021 and previously performed fundamental and quantitative investment research for Allianz Global Investors in Seoul, Korea. He also earned his PhD from Illinois Institute of Technology in 2010 and has taught finance courses at IIT, Lewis University, and Central Washington University. He has over 15 years of research experience and published 11 research papers in peer-reviewed Academic and Practitioner journals. He is also holds the Chartered Financial Analyst (CFA) designation.

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

Jason has been with the firm since 2015, bringing five years of experience to his role. He is responsible for the daily management of client portfolios, trade execution, portfolio strategy, portfolio construction, and conducting market research. Jason is a CFA charterholder and a 2010 graduate of The Ohio State University.

Jacob joined the firm in January 2019. Prior to joining the firm, Jacob worked in bank examination and regulation. Jacob is primarily responsible for conducting and maintaining credit research for the financial issuers included in the Meeder Money Market Funds, Public Funds, and STAR Ohio products. Additionally, Jacob assists with daily performance and compliance reporting for those products. Jacob is a 2014 graduate of Western Kentucky University.

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 joined the firm in 2021 as 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, conducting market and economic research, and contributing to the firm's credit research process. He is also a member of Meeder’s Investment and Credit committees and is involved in developing and implementing investment strategies. Andrew graduated from Lebanon Valley College with an MBA and The Pennsylvania State University with a BA in Finance.

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, Tactical Income 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.

Geoff joined the firm in 2023, bringing eight years of experience to his role. He is responsible for portfolio management and executing investment transactions for client accounts, conducting market and economic research, and contributing to the development of the firm's portfolio strategies. He is also a member of Meeder’s Investment and Credit committees. Geoff is a 2013 graduate of Indiana Wesleyan University.

Wil first joined Meeder in April 2022 as a Wealth Trading Analyst. A graduate from the University of Dayton with a bachelor’s degree in finance, Wil’s primary responsibilities on the Public Funds team include assisting with client portfolio management, executing trades, and conducting market research.

Brian joined the firm in January 2022. Before joining Meeder, Brian graduated from the Ohio State University in 2021, where he studied finance and economics. Brian is responsible for conducting credit research for the fixed income team and providing assistance in daily operations. 

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.

Joe joined the firm in 2021. Previously, he served as an associate within the Private Wealth Management team at AllianceBernstein. He is a member of the Private Wealth team and is responsible for trading, monitoring and allocating client accounts. Joe assists in the investment due diligence and manager selection process in advisor portfolios. Joe graduated with honors from Ohio University in 2017.

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.

Jake joined the firm in 2021 and is a graduate from the Indiana University with a bachelor’s degree in Public Financial Management. Jake’s primary responsibilities are trading, monitoring, and allocating client portfolios.

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.