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About
Sean Allen, CFA®, CMT, CAIA®, serves as Portfolio Manager at Meeder Investment Management in Columbus, Ohio. In this capacity, he manages several of the firm’s mutual funds, including the Meeder Balanced Fund and the Meeder Sector Rotation Fund, where he is responsible for portfolio construction, quantitative investment research, and the implementation of tactical and sector rotation investment strategies.
His investment focus spans a variety of asset classes—particularly equities and fixed income—through multi-asset and sector rotation approaches, with exposure to both U.S. and international markets, including emerging markets. Sean’s work emphasizes the use of quantitative models to identify opportunity across market sectors, dynamically adjusting allocations to optimize risk-adjusted returns.
Prior to becoming Portfolio Manager in December 2024, Sean was Assistant Portfolio Manager at Meeder and previously served as Senior Investment Advisor at PNC. He holds a Bachelor of Arts in Accounting from Otterbein University and has earned distinguished professional credentials, including the CFA, CMT, and CAIA designations, underscoring his expertise in portfolio management, quantitative analysis, and alternative investments.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Meeder Investment Management | Portfolio Manager | Dec 2024 to Present | — |
| Meeder Investment Management | Assistant Portfolio Manager | Nov 2022 to Dec 2024 | — |
| PNC | Senior Investment Advisor | Dec 2019 to Nov 2022 | — |
| JPMorgan Securities LLC | Investment Professional II | Mar 2017 to Dec 2019 | — |
| PNC | Licensed Financial Specialist | Oct 2016 to Mar 2017 | — |
| Northwestern Mutual | Financial Advisor | Sep 2014 to Sep 2016 | — |
| MXD Group | Accounting Intern | May 2014 to Aug 2014 | — |
Education
Otterbein University
Bachelor of Arts (BA), Accounting
Whitehall-Yearling High School
High School Diploma
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 |
 | 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 |
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C Christopher Meek | Portfolio Analyst | Pinnacle Wealth Planning Services, Inc. | Mansfield, OH , United States |
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