About
Richard Pfeuffer is currently a Wealth Trading Analyst at Meeder Investment Management in Columbus, OH. In this role, he is responsible for executing trades, monitoring portfolio activity, and supporting investment operations for private wealth clients. His work primarily covers a diverse range of asset classes, with a focus on mutual funds, balanced investment portfolios, and separately managed accounts that cater to individual and institutional investors.
Prior to his current position, Richard held roles as Private Wealth Operations Specialist and Fund Accountant at Meeder Investment Management, giving him extensive experience in investment operations, client servicing, and fund accounting functions. His background demonstrates a strong foundation in both technical and client-facing aspects of asset management, and he has contributed to the efficiency and integrity of portfolio management processes at the firm.
Richard earned both his Master of Business Administration (MBA) and Bachelor’s degree in Finance from John Carroll University, equipping him with expertise in financial analysis and business management. He is recognized for his commitment to supporting tactical investment strategies and helping clients achieve their unique investment goals within core asset sectors such as equities, fixed income, and multi-asset portfolios.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Meeder Investment Management | Wealth Trading Analyst | Sep 2022 to Present | — |
| Meeder Investment Management | Private Wealth Operations Specialist | Sep 2021 to Sep 2022 | — |
| Meeder Investment Management | Fund Accountant | Feb 2021 to Sep 2021 | — |
| Dublin Coffman High School | Assistant Football Coach | Jun 2021 to Jun 2023 | — |
| Peters Township High School | Assistant Football Coach | Jun 2019 to Nov 2020 | — |
| Federated Hermes | Senior Operational Analyst | May 2020 to Oct 2020 | Ensured integrity of custody and IBOR data is maintained within internal systems through daily reconciliation processes Reconciled monthly final holdings between custody and IBOR holdings while genera... |
| Crown Castle | Staff Accountant | Sep 2019 to Feb 2020 | Member of the contract billing team Helped create and document processes for contract billing module for capital passthroughs Input, reviewed, verified, and piloted data in the contract billing module... |
| MAI Capital Management, LLC | Investment Operations Intern | Sep 2018 to May 2019 | Reconciled 150 accounts from several custodians at each month end On boarded 100 new clients into internal APX and CRM systems Maintained tracking of these accounts from acceptance through funding, no... |
| Crown Castle | Tax Intern | May 2016 to Jan 2018 | Prepared California form 568 and Alabama form BPT for 30+ Crown Castle single member LLC's Completed comparison of sales apportionment data year over year and verified correct input into tax database ... |
| Crown Castle | Job Cost Accounting Intern | May 2017 to Aug 2017 | Prepared and managed conversion meeting minutes and revenue agreement tracker Prepared journal entries for general ledger to ensure accurate records Completed weekly abstraction statistics update to r... |
Education
John Carroll University
Master of Business Administration - MBA, Business Administration and Management, General
2018 — 2019
John Carroll University
Bachelor's degree, Finance
2014 — 2018
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 |
D Dale Smith | Chief Investment Officer Emeritus | Dublin, OH , United States |
 | Portfolio Manager | Dublin, OH , United States |
M Mark Wu | Quantitative Analyst | Dublin, OH , United States |