Public Funds
Management & Sales
Jason Click, CFP®
President
Jason joined Meeder in 2009. With over 20 years of experience in the financial services industry, Jason serves as Senior Vice President of Meeder Investment Management and President of Meeder Public Funds and Meeder Wealth Management. 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. He currently holds a FINRA series 6, 63 and 7.
Jason Click, CFP®
President
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Jason Headings, CMT
Senior Vice President

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.

Jason Headings, CMT
Senior Vice President
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Linda Patterson
President, Patterson Group | Austin, Texas
Linda has been a hands-on manager of public funds since 1983. She is a registered adviser and certified finance administrator. Linda teaches nationally on the full range of treasury functions including investment strategy, investments, benchmarking, cash flow, cash handling and banking. During her 20 years in public finance, Linda was the City Treasurer of Fort Worth, TX and Deputy State Treasurer/CIO for Texas. Linda is an active member of multiple Texas and national public finance professional organizations and has authored two books on public investing. She holds a Masters degree in Public Administration and was a Fulbright Scholar in Germany. Additionally, Linda’s authorship of the Public Funds Investment Act (PFIA) and Public Funds Collateral Act (PFCA) was instrumental in establishing investing parameters for public entities in Texas.
Linda Patterson
President, Patterson Group | Austin, Texas
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Dennis Yacobozzi
President Emeritus

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 Emeritus
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Advisory Team
Eileen Stanic, CTP
Regional Director, Advisory Services

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.

Eileen Stanic, CTP
Regional Director, Advisory Services
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Nick Vaccari, CFIP
Director, Advisory Services

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.

Nick Vaccari, CFIP
Director, Advisory Services
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Mike Kloack
Director, Advisory Services

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.

Mike Kloack
Director, Advisory Services
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Scott Gruber, CMT
Director, Advisory Services
Scott joined Meeder in 2011 as a Performance Reporting Analyst. Today, Scott’s role 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
Director, Advisory Services
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Jim McCourt, CFA
Director, Advisory Services

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
Director, Advisory Services
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Andrew Lawrie
Senior Advisory Services Consultant
Andrew Lawrie joined Meeder in 2020 and brings with him 20 years of experience in financial services and management industry. He has a Bachelor’s degree in Financial Management from The Ohio State University. Most of his career was spent at Nationwide in Retirement Planning for Ohio Deferred Compensation. Andrew also spent time in Investment Service and Investment Planning before joining Meeder. He holds a Chartered Financial Consultant (ChFC) designation as well as a FINRA Series 7 license.
Andrew Lawrie
Senior Advisory Services Consultant
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Investment Team
Dale Smith, CFA
Chief Investment Officer

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.

Dale Smith, CFA
Chief Investment Officer
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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. Jason responsible for the daily management of client portfolios, trade execution, portfolio strategy, portfolio construction, and conducting market research.

Jason Szabo
Portfolio Manager, Assistant Director of Fixed Income, Public Funds​
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David McElwain
Portfolio Manager | Austin, Texas
David is an SEC registered investment advisor and a motivated professional with over 25 years of hands-on experience managing public funds. David was Investment Manager for Harris County, Texas for ten years responsible for a $4.5 billion fixed income portfolio. As such he managed and monitored multiple sub-portfolios for compliance and performance developing strategies which served the County and maintained full policy and statutory compliance. He oversaw all reporting for over 200 County affiliated entities as well as debt issuance. He knows compliance with investment parameters and policies are paramount. David also served as Treasury Manager for the Port of Houston Authority responsible for a $450 million fixed income portfolio, capital budgeting and cash flow forecasting.
David McElwain
Portfolio Manager | Austin, Texas
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David Meserve
Portfolio Manager | Austin, Texas
David Meserve
Portfolio Manager | Austin, Texas
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TAKE THE NEXT STEP
with Meeder Investment Management
(866) 633-3371
contact@meederinvestment.com
(866) 633-3371
contact@meederinvestment.com