Meeder Investment Management

WE'RE BETTER TOGETHER - COMMITTED TO BUILDING LONG-TERM RELATIONSHIPS AND PROVIDING TRUE VALUE.

We are excited to announce that Patterson has joined the Meeder family.

Our Commitment

Fully committed to remaining employee owned and independent to maintain our top priority as a client focused organization.
Devoted to our Texas presence, we are dedicated to maintaining high service levels across all existing and future relationships.
No interruption in service levels as we continue to build on our already solid foundation.

Synergies Across the Firms

Both firms provide independent and objective advice and portfolio management for public entities.
Are committed to delivering personalized hands-on public funds experience through our time-tested approach and our broad knowledge of the markets to create tailored and comprehensive strategies and assistance to clients.
Are dedicated to preserving client capital.

The Combined Organization

Founded in 1974. Advising Public Funds since 1990.

Experienced management of operating and project funds. Among the largest managers of public funds in the United States.

Customized solutions for cities, states, counties, schools, townships, libraries, higher education and special districts.

Seasoned Fixed Income Team average portfolio manager experience of over 28 years.

Headquartered in Columbus, Ohio with offices located in Austin, TX, Lansing, MI and Long Beach, CA.

Provide clients with over 75 years of combined investment management experience.

375+ public entity clients across the country. Providing services to two local government investment pools.

Over $35 billion of public fund assets under management and advisement.

100+ associates, including a 20+ person investment team

Leadership Team

Jason Click, CFP®

President, Public Funds

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, Public Funds

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Jason Headings, CMT

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

Senior Vice President, Public Funds

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Linda Patterson

President, Patterson & Associates

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 & Associates

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Dennis Yacobozzi

Senior Vice President

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

Senior Vice President

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Advisory Team

Eileen Stanic, CTP

Director of 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

Director of Advisory Services

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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.

Scott Gruber, CMT

Client Portfolio Manager

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Mike Kloack

Senior Public Funds Advisor

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.

Mike Kloack

Senior Public Funds Advisor

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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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David McElwain

Portfolio Manager

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

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David Meserve

Portfolio Manager

Mr. Meserve joined Patterson & Associates in April 2017. Prior to joining the team, David had been working for Charles Schwab & Company as a member of Schwab’s retirements plan services. David partnered and worked closely with participants of employer sponsored retirement plans to educate and assist individuals in reaching their retirement and other financial goals. David began his career at Edward D. Jones as an investment advisor focusing on customized portfolios. He designed, presented, and implemented personalized investment solutions to help clients work toward their long-term financial goals. David has his Bachelor’s in Business Administration with specialization in Finance and Investment Management, McCombs School of Business, University of Texas at Austin, Austin, Texas. At Patterson & Associates he monitors market and economic conditions which directly impact our portfolios and management decisions in this team oriented organization

David Meserve

Portfolio Manager

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Nick Vaccari

Senior Public Funds Advisor

Nick Vaccari – Senior Pubic Funds Advisor; Nick joined Meeder in 2011, with an early focus in his career promoting government sponsored investment programs. Today he serves as an Advisor, helping each of his municipal clients identify opportunities based on their individual short and long term cash flow needs. In addition to daily client relationship management, he is responsible for the advancement of Meeder Public Funds through identification and communication of key investment-related themes and trends.

Nick Vaccari

Senior Public Funds Advisor

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Samantha Gantz

Advisory Services Consultant

Samantha Gantz

Advisory Services Consultant

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