Dale Smith
Chief Investment Officer Emeritus at Meeder Asset Management Inc.
About
Dale Smith, CFA, serves as Chief Investment Officer Emeritus at Meeder Investment Management in Dublin, Ohio, where he continues to support investment policy development, multi-asset strategy, and client relationships after previously leading the firm’s investment division as Chief Investment Officer for over 15 years. His expertise includes oversight of mutual funds, tactical portfolios, and separately managed accounts spanning a wide range of asset classes, with a particular emphasis on tactical equity, fixed income, and cash management strategies for institutional, public sector, and intermediary clients.
Prior to joining Meeder in 2005, Dale was Senior Vice President, Financial Services at BISYS Fund Services, following an earlier accounting career at Coopers & Lybrand. He is recognized for guiding diverse investment teams, building holistic risk-managed solutions, and shaping product offerings tailored for public entities and financial advisors.
Dale holds a Master of Financial Economics (MFE) in Economics and Finance from Ohio University and a BBA in Accounting and Computer Science, with a minor in Statistics, from The Ohio State University. As a CFA charterholder with over 30 years of industry experience, Dale has contributed significantly to Meeder’s growth and innovation in tactical investment strategies, portfolio risk management, and multi-asset fund design.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Meeder Investment Management | Chief Investment Officer Emeritus | Jan 2022 to Present | Upon retirement, moved to this role. Responsibilities included: Mentoring of Sr. Investment Staff; High-level quantitative model reviews and work with the tactical funds and portfolios, including eva... |
| Meeder Investment Management | Chief Investment Officer | Mar 2005 to Dec 2021 | Responsible for planning, organizing, staffing, directing and controlling all investment related functions and activities for 50+ year old financial services firm. Responsible for multiple investment ... |
| BISYS Fund Services | Senior Vice President, Financial Services | Jan 1999 to Mar 2005 | Orchestrated and administered all facets of BISYS’ mutual fund accounting and financial administration for all domestic mutual fund operations, encompassing over 50 clients, over 900 funds, over 2,000... |
| BISYS Fund Services | Senior Vice President, Fund Accounting | Jan 1996 to Jan 1999 | Recruited and challenged to revitalize and turn around underperforming unit challenged by significant operational and staffing issues. Initiated assignment with a comprehensive analysis of existing o... |
| BISYS Fund Services | Chief Financial Officer | Jan 1992 to Jan 1996 | Full accounting, financial analysis, financial reporting, budgeting and business planning responsibility for entire division, including international operations. Maintained books and records for appr... |
| The Winsbury Company | Director, Fund Accounting | Jan 1988 to Jan 1992 | Recruited to establish new Fund Accounting department for growing Mutual Fund Administrator. Starting with 1 client with 4 funds and $400 million in net assets, grew organization to 12 clients, 60+ f... |
| Coopers & Lybrand | Audit Staff and Audit Supervisor and Audit Manager | Jan 1982 to Jan 1988 | Fast-track promotions through a series of increasingly responsible positions. Managed/supervised 4 of 10 largest client relationships in one of firm’s 10 largest national offices. |
| Professional Disc Golf Association | Disc Golf | Jan 1976 to Jan 1976 | Member #18 - Professional Disc Golf Association (PDGA) Ranked #2 Amateur in the world, 1980 Champion, Akron Disc Golf Open, 1975, 1976, 1978 and 1980 Ohio State Frisbee Distance Champion, 1979, 1980 C... |
Education
Ohio University
MFE, Economics and Finance
2008 — 2009
The Ohio State University
Bachelor of Business Administration (BBA), Dual Major: Accounting and Computer Science. Minor: Statistics
1978 — 1982
Skills & Expertise
Others at Meeder Asset Management Inc. (12)
| Name | Role | Location |
|---|---|---|
 | Wealth Trading Analyst | Columbus, OH , United States |
A Aneep Maniar | Portfolio Manager | Dublin, OH , United States |
 | Vice President and Portfolio Manager | Powell, OH , United States |
 | Quantitative Analyst | Columbus, OH , United States |
J Jason Szabo | Portfolio Manager | Columbus, OH , United States |
 | Chief Investment Officer | Columbus, OH , United States |
 | Investment Analyst | Bellevue, OH , United States |
 | Portfolio Manager | Dublin, OH , United States |
M Mark Wu | Quantitative Analyst | Dublin, OH , United States |
R Richard Pfeuffer | Wealth Trading Analyst | Columbus, OH , United States |