Dale Smith CFA
About
Dale Smith CFA is from Dublin, Ohio, United States. Dale is currently Chief Investment Officer at Meeder Investment Management, located in Dublin, Ohio, United States.
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Dale Smith CFA's current jobs
Responsible for planning, organizing, staffing, directing and controlling all investment related functions and activities for 40 year old financial services firm with over $30 Billion under management and advisement. Responsible for multiple investment platforms, including various separately managed accounts and 11 public mutual funds (“The Meeder Funds” – www.meederinvestment.com) which include equity, fixed income and money market funds. Implemented a highly disciplined quantitative approach to the process of analyzing, selecting and monitoring investment policy, asset allocation guidelines, and compliance and risk procedures. Monitor critical macro-economic issues for their potential financial impact on clients’ investment portfolios. Develop and articulate the firm’s macro view of the economy, markets and global issues. Also served as Chief Financial Officer until January, 2015