Meeder Retirement

Jason Click, CFP®

Senior Vice President

Jason joined Meeder in 2007. 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. Jason oversees the strategic direction and management of Meeder’s Public Funds, Private Client Services, and Retirement Plan Services 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®

Senior Vice President

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Ted Clark

Director of Retirement Plan Services

Ted joined Meeder Investment Management in 2006. Since then, Ted has been part of the sales and investment teams at Meeder, giving him one of the most valuable perspectives in our firm. Ted understands not only our solutions, but also the needs of advisors and uses that knowledge to create portfolios on multiple platforms. He manages a team of associates that handles critical trading, performance reporting and other investment operations functions. Ted is also responsible for maintaining GIPS® compliance and ongoing verification processes.

Ted Clark

Director of Retirement Plan Services

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Tim McCabe

Chief Legal Officer

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.

Tim McCabe

Chief Legal Officer

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Bob Brown

Retirement Plan Specialist

Bob brings over 15 years of Retirement Plans experience to Meeder. He is experienced in implementation, administration, sales, enrollment, and managed accounts of Retirement Plans.

Bob has a Bachelor of Business Administration from The Ohio State University. He currently holds a Series 6 and 65 along with an Accredited Investment Fiduciary (AIF) certification.

Bob Brown

Retirement Plan Specialist

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Jason Dykstra

Private Client Services Operations Manager

Jason has been with the firm since 1999. Jason, who has 17 years of industry experience, is responsible for Private Client and Public Funds account maintenance. Jason and his team are responsible for the day-to-day operations of these accounts including executing trades and ensuring that client investment policies are adhered to. Jason holds a FINRA series 6 license.

Jason Dykstra

Private Client Services Operations Manager

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Doug Jennings

Assistant General Counsel - Chief Compliance Officer

Doug joined Meeder in 2016 as Chief Compliance Officer. He is responsible for regulatory compliance by Meeder’s investment adviser and broker-dealer subsidiaries and is a member of the firm’s legal services team. Doug received his B.A. and J.D. from The Ohio State University and has over 15 years experience representing firms and individuals in the financial services industry.

Doug Jennings

Assistant General Counsel - Chief Compliance Officer

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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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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

Angelo joined Meeder as an Equity Portfolio Manager in 2015. With 10 years of investment industry experience, he is responsible for managing portfolios on third party platforms. Using the quantitative models and an evaluation of current market trends, Angelo constructs diversified portfolios based on those views. Additionally, Angelo is engaged in the external manager due diligence, monitoring investment manager and portfolio exposures, and proposing investment changes. He currently holds FINRA series 7, 66, 31 licenses.

Angelo Manzo, CFA, CAIA

Portfolio Manager

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Amisha Kaus

Portfolio Manager

Amisha joined the firm in 2015 as a Fixed Income Portfolio Manager. She brings nearly 10 years of experience to the department, and is a member of the credit committee. Amisha coordinates the day-to-day management of Total Return Bond and Balanced Funds, as well as the Meeder fixed income portfolios. She also plays an integral role in security selection, investment manager research, review and decision-making process.

Amisha Kaus

Portfolio Manager

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