Our Team
Bob Meeder
President and Chief Executive Officer

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.

Bob Meeder
President and Chief Executive Officer
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Dale Smith, CFA
Co-Chief Investment Officer

Dale joined Meeder in 2005 and serves as Co-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.

Dale Smith, CFA
Co-Chief Investment Officer
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Joe Bell, CFA, CMT
Co-Chief Investment Officer

Joe Bell joined the firm in March 2018.  With more than 14 years of investment industry experience, he is part of the team that manages and constructs equity mutual funds and proprietary and non-proprietary investment portfolios.  Mr. Bell also researches and develops the firm’s quantitative models, security selection process, and evaluates current market trends.  He currently holds the Chartered Financial Analyst (CFA) designation and the Chartered Market Technician (CMT) designation.

Joe Bell, 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 and Vice President, Private Wealth Management

Angelo joined Meeder in 2015. With 12 years of investment industry experience, he is responsible for leading and managing private wealth management and advisory consulting.  Angelo actively participates in the firm’s asset allocation strategy, external manager due diligence, and portfolio construction. He currently holds the Chartered Financial Analyst (CFA) designation, Chartered Alternative Investment Analyst (CAIA) designation, and FINRA series 7, 66, 31 licenses.

Angelo Manzo, CFA, CAIA
Portfolio Manager and Vice President, Private Wealth Management
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Yuntaek Pae, PhD, CFA
Director of Research
Dr. Pae joined the company as the director of research in 2021. He performed fundamental and quantitative investment research for Allianz Global Investors in Seoul, Korea. He 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.
Yuntaek Pae, PhD, CFA
Director of Research
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Robert Techentin
Portfolio Manager
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, Total Return Bond 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. He currently holds FINRA series 7 and 63 licenses.
Robert Techentin
Portfolio Manager
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Amisha Kaus
Portfolio Manager
Amisha has been with Meeder since 2015 as a Fixed Income Portfolio Manager. With over 13 years of industry experience, she is responsible for managing fixed income portion of the Meeder allocation strategies, Total Return Bond fund, as well as the fixed income separately managed accounts and model portfolios. Amisha also plays an integral role in investment manager due diligence, security selection, and fixed income model research and implementation.
Amisha Kaus
Portfolio Manager
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Jason Szabo
Portfolio Manager, Assistant Director of Fixed Income, Public Funds​

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 2010 graduate of The Ohio State University.

Jason Szabo
Portfolio Manager, Assistant Director of Fixed Income, Public Funds​
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Dennis Yacobozzi
President, UACC
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.
Dennis Yacobozzi
President, UACC
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Kevin Klingel
Portfolio Manager
Kevin has over 25 years of investment management and operations experience. Kevin joined Meeder in 2018 as part of the UACC transaction and is responsible for the daily management of client portfolios. Prior to joining UACC, Kevin was a member of the senior investment staff of the Ohio Treasury where he was responsible for the cash management of state and custodial accounts, the reconciliation of daily investment transactions and banking activities, and the management of the short-maturity positions of the state’s main investment portfolio.
Kevin Klingel
Portfolio Manager
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Jim McCourt, CFA
Portfolio Manager
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.
Jim McCourt, CFA
Portfolio Manager
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Steve Mowry
Assistant Portfolio Manager​
Steve joined the firm in August 2017 after graduating with a Specialized Master in Finance from The Ohio State University. Steve is primarily responsible for conducting and maintaining credit research for all issuers included in the Meeder Money Market Funds and STAR Ohio products, and assists with the daily performance and compliance reporting for those products.
Steve Mowry
Assistant Portfolio Manager​
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Scott Gruber, CMT
Client Portfolio Manager
Scott joined Meeder in 2011 as a Performance Reporting Analyst. Today, Scott’s role as a Client Portfolio Manager focuses on our public funds solutions, working with clients to implement and maintain investment objectives, manage future cash flows, and provide reporting on investment results. Scott also manages fixed income trading, including trading strategy and cash management, and provides technical inputs and research for the management of the Total Return Bond portfolio. He currently holds FINRA series 7 license.
Scott Gruber, CMT
Client Portfolio Manager
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Jacob Billhartz
Assistant Portfolio Manager​

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.

Jacob Billhartz
Assistant Portfolio Manager​
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Alex Stone
Fixed Income Analyst
Alex joined Meeder in June 2018, bringing with him three years of investment analysis experience. Alex conducts research and analysis for all issuers included in Meeder’s fixed income funds, Public Funds, and STAR Ohio. He also writes weekly and monthly economic newsletters, which are distributed to STAR Ohio and the public funds clients. Alex is a 2015 graduate from Miami University.
Alex Stone
Fixed Income Analyst
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James Milletics
Fixed Income Analyst
Jim joined the firm in June 2019 after graduating from Western Michigan University with a Bachelor of Business Administration with concentration in finance. He is primarily responsible for conducting and maintaining portfolio research for the fixed income funds. Additionally, Jim performs investment due diligence, assisting in the management of the portfolios.
James Milletics
Fixed Income Analyst
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Harshil Patel
Private Wealth Management Analyst
Harshil joined the firm in May of 2018 after graduating from The Ohio State University with a Bachelors in Economics. He is a member of the Private Wealth and Advisory Consulting teams. Harshil is responsible for trading, monitoring, and allocating private wealth client accounts. Additionally, he is responsible for performance reporting and assisting in investment management due diligence processes.
Harshil Patel
Private Wealth Management Analyst
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Joe Kelly
Private Wealth Management Analyst
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.
Joe Kelly
Private Wealth Management Analyst
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TAKE THE NEXT STEP
with Meeder Investment Management
(866) 633-3371
contact@meederinvestment.com
(866) 633-3371
contact@meederinvestment.com