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About
Joe Bell is a seasoned investment professional with extensive experience in portfolio management, market strategy, and multi-asset investing. As Chief Investment Officer at Meeder Investment Management, he leads the firm’s investment strategies and oversees the management of mutual funds and portfolios. His expertise spans defensive equity, tactical asset allocation, and flexible fixed income strategies, with a focus on delivering diversified, risk-aware solutions for clients. Bell’s career includes roles as Portfolio Manager at Meeder and Senior Market Strategist at Schaeffer’s Investment Research, and he holds an MBA and BS in Finance from Ohio Dominican University. He is recognized for his contributions to the investment industry through thought leadership and strategic innovation.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Meeder Investment Management | Chief Investment Officer | May 2021 to Present | — |
| Meeder Investment Management | Portfolio Manager | Feb 2018 to May 2021 | — |
| Schaeffer's Investment Research | Senior Market Strategist | Dec 2013 to Feb 2018 | — |
| Schaeffer's Investment Research | Senior Equity Analyst and Options Trader | Nov 2006 to Dec 2013 | — |
| BISYS Fund Services | Shareholder Services Associate | Nov 2004 to Nov 2006 | — |
| J.P. Morgan | Intern - Institutional Trust Services | Jun 2004 to Oct 2004 | — |
Education
Ohio Dominican University
Masters, Business Administration
2005 — 2006
Ohio Dominican University
Bachelors of Science, Finance
2001 — 2005
Westland High School
Diploma, High School
1997 — 2001
Skills & Expertise
Others at Meeder Advisory Services, 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 |
 | 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 |
R Richard Pfeuffer | Wealth Trading Analyst | Columbus, OH , United States |
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