Dale Smith

Analyst-Equity at

Meeder Asset Management, Inc.

67 year

Finance

Consumer Services

Profile

Mr. Dale W.
Smith, CFA MBA, is a Chief Investment Officer Emeritus at Meeder Asset Management, Inc. and at Meeder Public Funds, Inc. With over 30 years in the financial industry, He is responsible for leading, managing, and actively participating in the firm’s investment manager research, due diligence, security selection, and monitoring activities.
He is also a member of Meeder Leadership Team, working to define growth and innovation strategies.
Mr. Smith was previously employed as a Senior Vice President by The Winsbury Corp.
and a Senior Vice President by The Winsbury Corp.
He received his undergraduate degree from The Ohio State University and an MBA from The Ohio University.

Dale Smith active positions

Companies	Position	Start
Meeder Asset Management, Inc. Meeder Asset Management, Inc. Investment ManagersFinance MAM specializes in quantitative investment analysis. Their investment strategies include various equity, fixed income and cash management investment strategies. The firm offers these strategies through a series of mutual funds known as the Meeder Funds and in various separately managed account portfolios. Portfolios may include Meeder Funds, unaffiliated mutual funds, individual securities, ETFs, closed-end funds and unit investment trusts. MAM utilizes a model-driven, multi-discipline, multi-factor approach to investing.	Analyst-Equity	2004-12-31
Meeder Public Funds, Inc. Meeder Public Funds, Inc. Investment ManagersFinance MPF seeks to provide safety of principal and liquidity appropriate to each Public Client’s cash flow needs while maximizing yield. They tailor their advice to each Public Client, utilizing all investments permissible under the applicable state investment code, the Public Client’s investment policy, and sources and uses of cash flow. The firm uses a combination of quantitative and qualitative methods of analysis to develop investment strategies for its Public Clients. MPF utilizes proprietary models designed to evaluate the direction of intermediate term interest rates and select an overall duration target for a Public Client’s portfolio.	Analyst-Equity	2004-12-31

All active positions of Dale Smith

Former positions of Dale Smith

Companies	Position	End
Citi Fund Services, Inc. Citi Fund Services, Inc. Domestic and international investment managers; administration and accounting, transfer agency and shareholder services, compliance and regulatory support, and marketing and distribution solutions.	Corporate Officer/Principal	2003-12-31
Citi Fund Services, Inc. Citi Fund Services, Inc. Domestic and international investment managers; administration and accounting, transfer agency and shareholder services, compliance and regulatory support, and marketing and distribution solutions.	Corporate Officer/Principal	1998-12-31

See the detail of Dale Smith's experience

Training of Dale Smith

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Dale Smith's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	5
Meeder Asset Management, Inc. Meeder Asset Management, Inc. Investment ManagersFinance MAM specializes in quantitative investment analysis. Their investment strategies include various equity, fixed income and cash management investment strategies. The firm offers these strategies through a series of mutual funds known as the Meeder Funds and in various separately managed account portfolios. Portfolios may include Meeder Funds, unaffiliated mutual funds, individual securities, ETFs, closed-end funds and unit investment trusts. MAM utilizes a model-driven, multi-discipline, multi-factor approach to investing.	Finance
Citi Fund Services, Inc. Citi Fund Services, Inc. Domestic and international investment managers; administration and accounting, transfer agency and shareholder services, compliance and regulatory support, and marketing and distribution solutions.
The Ohio State University The Ohio State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Ohio University The Ohio University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Meeder Public Funds, Inc. Meeder Public Funds, Inc. Investment ManagersFinance MPF seeks to provide safety of principal and liquidity appropriate to each Public Client’s cash flow needs while maximizing yield. They tailor their advice to each Public Client, utilizing all investments permissible under the applicable state investment code, the Public Client’s investment policy, and sources and uses of cash flow. The firm uses a combination of quantitative and qualitative methods of analysis to develop investment strategies for its Public Clients. MPF utilizes proprietary models designed to evaluate the direction of intermediate term interest rates and select an overall duration target for a Public Client’s portfolio.	Finance

See company connections