Meet your trusted advisors who are ready to listen, learn, and help.
PUBLIC FUNDS TEAM
Our Public Funds Team is a national leader in providing public entity leaders like you with the best solutions. We understand who you are, who you serve, what's at stake, and what to do next. We're with you and for your community every step of the way.
Public Funds Team
Management Team
Jason Click, CFP®
President
Jason Headings, CMT
Senior Vice President
Jonathan Azoff, CTP®
Senior Vice President
Rick Phillips, CCM
Senior Vice President, Chief Investment Strategist
Advisory Team
Eileen Stanic, CTP®
Regional Director, Advisory Services
Nick Vaccari, CTP®
Regional Director, Advisory Services
Gregory Balls, CFA®
Director, Advisory Services
Barry Baughier
Director, Advisory Services
Tonya Dazzio, CCM
Director, Advisory Services
Scott Gruber, CMT
Director, Advisory Services
Mike Kloack
Director, Advisory Services
Jim McCourt, CFA®
Director, Advisory Services
David McElwain
Director, Advisory Services
Gabe Phillips
Director, Advisory Services
Ben Sehy
Director, Advisory Services
Phillip Jones
Director, Advisory Services
Pete Federico
Senior Advisory Services Consultant
Shannon Boggess
Advisory Services Consultant
Harold Meadows
Advisory Services Consultant
Katherine Arnold
Project Coordinator
Rachael Broyles
Advisory Services Coordinator
Consulting
Linda Patterson, CTP®
Consulting Services
Investment Team
Jason Szabo, CFA®
Director of Fixed Income
David Klink, CFA®, CAIA®
Director of Credit Research
Jacob Billhartz, CFA®
Portfolio Manager
Amisha Kaus
Portfolio Manager
David Meserve
Portfolio Manager
Andrew Musselman, CTP®
Portfolio Manager
Robert Techentin
Credit Research Manager
Wil Brown
Fixed Income Analyst
Gregory Fisher
Credit Analyst
Contact
Contact us for assistance with your public entity’s investment strategy.
Looking for someone specific? Find their biography in the Public Funds Team section above.
Not sure who you need to talk to? No problem. Just complete the form to your left and we'll be in touch.
Not sure who you need to talk to? No problem. Just complete the form to your left and we'll be in touch.
Join Our Team
If working with and for public entities sounds like something you'd love to do, you're in luck. We're hiring qualified candidates! Explore our open positions and land a career-making job with Meeder.
