With you.
For you.

With You
Life is complicated. Whether you are seeking financial solutions for yourself, your business, or your constituents, you need an ally—a partner who works alongside you and understands what is at stake. Together, we will help you connect the dots and plan your financial life, keeping you informed and empowered.
How can we help? Explore investment solutions that align with you:
Advisor Consulting
We help financial advisors grow thriving practices with proven strategies.
Public Funds
We help public entities manage mission-critical funds.
Wealth Management
We help individuals and families achieve lifelong financial wellness.
Why Meeder

We have successfully navigated market cycles with clients for nearly five decades and through nearly every type of market environment. Our time-tested experience has driven our deep understanding of the importance of taking a holistic approach to managing investments. We believe in a multi-faceted approach utilizing multiple factors impacting the markets. We implement this approach through numerous channels to help you achieve your unique investment goals.

48
Years
Nearly half a century of managing investments means we have seen just about every type of market environment. We understand how to help you anticipate what lies ahead for smart investing opportunities. 
+$45
Billion
Public entities, institutions, financial advisors and individual investors like you have trusted our team with more than $45 billion in assets under advisement as of December 31, 2021.
125+
Associates
When working with Meeder you will be able to access the collective knowledge of over 125 dedicated associates on our investment, service and distribution teams. 
Meeder History
When Meeder was founded nearly 50 years ago, it was established with you in mind. We believe you deserve the best solutions to meet your desired outcomes for your unique investment, wealth and holistic planning goals.
Since 1974, we have committed to delivering on this principle—providing public entities, institutions, financial advisors and individual investors with customizable solutions. We have grown our team and capabilities to deliver an expanded suite of investment offerings including mutual funds, investment portfolios, separately managed accounts and cash management solutions. 

Whoever you are, whomever you serve, wherever you are going—we are here. With you, for you. As a trusted partner, we are committed to helping you achieve your goals.
Culture & Philanthropy
Meeder is not just an investment management firm. We take pride in our ability to create unique solutions for our different types of clients and partners. We truly value our clients, our people and our communities. We never compromise our Meeder core values. 
Core Values
Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. Meeder works every day to ensure that all associates demonstrate and meet these values.
We value our people

Our employees are our family. At Meeder, we foster a positive, growth-based culture that promotes healthy work/life balance. Taking care of our people helps us take better care of you.

We value our clients

We ask questions and listen intently to understand your business and your priorities in a way that you know you understand what is important to you. We use our insight and expertise to craft custom solutions for the best outcome.

We value our communities

We are only as successful as the communities we serve. We give back with philanthropic support to organizations.

Leadership
Executive Team
Bob Meeder
President and Chief Executive Officer
Adam Ness
Chief Financial Officer & Chief Operating Officer
Tim McCabe
Chief Legal Officer
Susan Meeder
Chief Administrative Officer
Jason Click, CFP®
Senior Vice President
Dan O'Toole
Senior Vice President, Head of Advisor Consulting
Jason Headings, CMT
Senior Vice President, Public Funds
Leah Curtis
Chief Marketing Officer
Mike Saraullo
Vice President, Wealth Management
Investment Team
Funds & Portfolios
Bob Meeder
President and Chief Executive Officer
Joe Bell, CFA®, CMT, CFP®
Chief Investment Officer, Funds & Portfolios
Don McConnell
Director of Fixed Income
Yuntaek Pae, PHD, CFA®
Director of Research
Amisha Kaus
Portfolio Manager
Ted Clark
Vice President, Advisory Consulting
Zach Winning, CFA®
Assistant Portfolio Manager
Chris Slavik
Investment Analyst
Dale Smith, CFA®
Chief Investment Officer Emeritus, Funds & Portfolios
Investment Team
Public Funds
Bob Meeder
President and Chief Executive Officer
Don McConnell
Director of Fixed Income
Jason Headings, CMT
Senior Vice President, Public Funds
Jason Szabo
Assistant Director of Fixed Income
Jim McCourt, CFA®
Director, Advisory Services
Robert Techentin
Portfolio Manager
Andrew Musselman, CTP
Portfolio Manager
Jacob Billhartz, CFA®
Portfolio Manager
Scott Gruber, CMT
Director, Advisory Services
Brian Hoover
Credit Analyst
Investment Team
Private Wealth
Bob Meeder
President and Chief Executive Officer
Angelo Manzo, CFA®, CAIA®, CFP®
Vice President, Private Wealth
Steve Mowry, CFA®
Assistant Portfolio Manager
Paul Geiger, CFP®
Private Wealth Consultant
Andrew Caffee, CFA®
Senior Investment Analyst
Joe Kelly
Investment Analyst