Jacob Billhartz

Jacob Billhartz, CFA, is a Portfolio Manager at Meeder Investment Management in Dublin, Ohio, where he focuses on managing and trading investment portfolios for public fund clients. In this capacity, he is responsible for overseeing both equity and fixed income strategies, with particular attention to risk management, portfolio construction, and tax-efficient investment solutions for institutional and public sector clients. His role involves analyzing market opportunities and executing customized investment approaches tailored to complex client needs.

Prior to his current position, Jacob served as Assistant Portfolio Manager and Fixed Income Analyst at Meeder, gaining hands-on experience in bond markets, credit research, and portfolio analysis across a broad array of asset classes. He contributes to multi-asset strategies, with special expertise in U.S. equities, taxable and tax-exempt fixed income securities, and tactical asset allocation suitable for large institutional allocations and public entities.

Jacob holds both a Bachelor of Science in Economics and a Bachelor of Science in Finance from Western Kentucky University and is a CFA charterholder. His notable achievements include implementing risk and tax optimization techniques and supporting the development of sophisticated portfolio solutions at a firm recognized as a national leader in public fund asset management.