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名称 | 标题 | 任期 | 至 |
---|---|---|---|
Joseph Bell | Portfolio Manager | 2018 | now |
背景介紹 | Joseph Bell, CFA, CMT, MBA. Mr. Bell is the CIO of Meeder Investment Management. Mr. Bell has been a Portfolio Manager at Meeder since March 2018, when he joined the team managing the Mutual Funds. Mr. Bell was previously a Senior Market Strategist and a Senior Equity Analyst at Schaeffer’s Investment Research. | ||
Robert S. Meeder | Vice President, Portfolio Manager | 1988 | now |
背景介紹 | Robert S. Meeder, Jr. is President and CEO of Meeder Investment Management and brings over 30 years of investment industry experience. Mr. Meeder has been President of Meeder Investment Management, Inc. since 1991 and has been a member of the team managing the Funds and Portfolios since 1992. In addition to his executive duties, Mr. Meeder is involved in the development of investment policy and client relationships for Meeder Investment Management, Inc. | ||
Yuntaek Pae | Director of Research | 2021 | 2022 |
背景介紹 | Yuntaek Pae, PhD, CFA. Dr. Pae joined Meeder Asset Management as the Director of Research in April 2021. He worked for Allianz Global Investors in South Korea as an equity analyst between 2005 and 2007. He earned a PhD degree from Illinois Institute of Technology in 2010. | ||
Dale W. Smith | Senior Vice President | 2005 | 2022 |
背景介紹 | Dale W. Smith, CFA. Mr. Smith is the Co-Chief Investment Officer. He has been associated with the Adviser since March 2005 and has been a member of the team managing the Funds since August 2005. Prior to his association with Meeder, Mr. Smith served as Senior Vice President, Financial Services at BISYS Fund Services from 1999 to 2004 and Senior Vice President, Fund Accounting at BISYS Fund Services from 1996 to 1999. | ||
David Turner | Research Analyst | 2017 | 2021 |
背景介紹 | David Turner, CFA. Mr. Turner is an Assistant Portfolio Manager and has been associated with Meeder Asset Management, Inc since April 2016. Mr. Turner brings over five years of investment industry experience to the Adviser, with previous experience as a research analyst at Harbor Capital Advisors and a quality assurance coordinator at The University of Chicago Center for Research in Security Prices. Mr. Turner has been a member of the team managing the Funds since January 2017. | ||
Abe Sheikh | Chief Investment Officer and Portfolio Manager | 2020 | 2021 |
背景介紹 | Abe joined Cougar in 2017, after 11 years at J.P. Morgan Asset Management. He has spent the majority of his career developing frameworks designed to generate optimal strategic and tactical asset allocations for a range of sophisticated institutional and retail clients. He has researched and published in a range of peer-reviewed journals, such as the Journal of Portfolio Management, Journal of Investing and Journal of Alternative Investments, on topics including downside “fat-tail” risks in financial markets, macroeconomic regime-based investing, and managing assets pre- and post- retirement. Prior to joining J.P. Morgan Asset Management, Abe was an actuarial analyst for four years at Willis Towers Watson. Abe earned a bachelor’s degree in actuarial science from the London School of Economics and Political Science and a master’s in computational finance from Carnegie Mellon University. | ||
Clinton L Brewer | Market Research Analyst | 2008 | 2019 |
背景介紹 | Clint joined Meeder in June 2008. With his CFA and CMT, he brought nearly 15 years of investment industry experience to Meeder, and was responsible for leading, managing, and actively participating in the firm's investment manager research, due diligence, security selection, and monitoring activities. He was a member of the team managing funds from June 2008 to December 2018 . | ||
Jonathan Tremmel | Senior Analyst | 2014 | 2017 |
背景介紹 | Jonathan Tremmel, CAIA, PRM. Mr. Tremmel is an Assistant Portfolio Manager with Meeder Investment Management, Inc. and has been associated with Meeder Investment Management, Inc. since March 2012. Mr. Tremmel has been a member of the team managing the Funds since December 2013. | ||
Angelo Manzo | Portfolio Manager | 2015 | 2017 |
背景介紹 | Angelo joined Meeder in 2015. With 22 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. | ||
Robert M. Wagner | Portfolio Manager | 2014 | 2015 |
背景介紹 | Robert Wagner is a Portfolio Manager at Meeder and has been associated with Meeder Investment Management since March of 2014. Mr. Wagner brings over 17 years of investment industry experience to the firm with previous positions as Portfolio Manager with AAMA from 2008 to 2013 and Portfolio Manager with Meeder Asset Management from 1997 to 2007. Mr. Wagner has been on the team managing the Funds and Portfolios since March 2014 and holds his CFA designation. |
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