Jacob Savage

Jacob Savage, CFA®, serves as a Quantitative Analyst at Meeder Investment Management in Columbus, OH, where he is responsible for quantitative research, model development, and supporting portfolio construction for multi-asset investment strategies. He works primarily with diversified portfolios including U.S. equities, international developed equities, emerging markets, and fixed income instruments. His expertise also covers tax-managed strategies and risk analytics to enhance after-tax returns and manage tracking error versus benchmarks.

Before joining Meeder, Jacob was a Securities Based Lending Analyst at JPMorgan Chase & Co., where he evaluated portfolio risk and collateral eligibility, and previously served as an Assistant National Bank Examiner at the Office of the Comptroller of the Currency, gaining regulatory and credit analysis experience. He holds a Bachelor’s degree in Finance and Financial Management Services from Robert Morris University and has earned the CFA® designation.

Throughout his career, Jacob has contributed to the development and refinement of risk models and tax-efficient portfolio strategies for mutual funds and separately managed accounts at Meeder. His experience spans public and private asset classes, with a particular focus on multi-factor equity and fixed income strategies targeting institutional and retail investors.