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Dale Smith
Analyst-Equity en
Meeder Asset Management, Inc.
.
Perfil
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.
Cargos activos de Dale Smith
| Empresas | Cargo | Inicio |
|---|---|---|
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 | 01/01/2005 |
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 | 01/01/2005 |
Antiguos cargos conocidos de Dale Smith.
| Empresas | Cargo | Fin |
|---|---|---|
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 | 01/01/2004 |
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 | 01/01/1999 |
Formación de Dale Smith.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
70
Relaciones de 1er grado
5
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 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 |
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