David Meserve

Role: Portfolio Manager at Meeder Investment Management
Location: Austin, TX, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Portfolio Manager
Meeder Investment Management
May 2021 — Present

Education

The University of Texas at Austin
Bachelor of Business Administration (BBA), Finance and Financial Management Services
2010 — 2014

Skills

Retirement
Asset Management
Equities
Mutual Funds
Financial Risk
Risk Management
Asset Allocation
Financial Planning
Alternative Investments
Finance
Investments
Accounting
Investment Strategies
Wealth Management
Strategic Planning
Retirement Planning
Financial Analysis
Fixed Income
Financial Services
Investment Advisory
Portfolio Management
Securities
Strategy
Series 7
Financial Advisory

Contact information

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Work email
•••••@meederinvestment.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Meeder Investment Management

Financial Services · 156 employees · Founded 1974 · Dublin, Ohio, United States

Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Headquartered in Dublin, Ohio, Meeder has over 125 professionals dedicated to serving the financial needs of financials advisors and their clients as well as government entities, with over $150 billion in assets under advisement.* Meeder’s advice and solution suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients – both directly and through financial advisors – to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions. At Meeder, we pride ourselves on living our five core values: - Do the Right Thing - Driven & Results Oriented - Relationships Matter - Continuous Improvement - Discipline Our core values are the cultural cornerstone for everything we do. They inspire and guide us in our day-to-day work, our relationships with colleagues, and when servicing our clients. Visit www.meederinvestment.com for more. See Meeder's social media pages at https://linktr.ee/Meeder. *Assets under advisement consist of $63.82 billion of regulatory assets under management for which Meeder Investment Management’s registered investment adviser affiliates provide continuous and regular investment management services as disclosed in their Form ADV and non-discretionary assets as to which Meeder Public Funds provides strategic advice or consultation but does not have the authority to effectuate transactions as of December 31, 2024.

meederinvestment.com

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Experience

Portfolio Manager

Education

The University of Texas at Austin

Skills

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