Relationship Management Team

Barry joined the firm in 2022 and currently serves as Director Advisory Services of Meeder Public Funds. Barry brings more than 20 years of investment advisory experience, specifically in the public sector developing and servicing investor relationships with Texas government entities. He taught Public Funds Information Act certification courses throughout Texas and is an active member of Texas Association of School Business Officials, Government Finance Officers Association of Texas, and Government Treasurers’ Organization of Texas.

Scott’s role focuses on working with clients to implement and maintain investment objectives, manage future cash flows, and provide recommendations to drive investment results. Along with being a Chartered Market Technician, Scott has background in fixed income trading, portfolio strategy and cash management, along with research analysis for the management of client’s portfolios. Scott engages in speaking and educational opportunities to local governments.

Nick Vaccari is a registered investment adviser with over 10 years of hands-on experience working with public entities, specializing in cash flow, portfolio and investment policy analysis. Nick assists institutional and government clients in meeting their unique goals by identifying investment opportunities based on their individual short- and long-term needs, all while providing a commitment to customer experience. In addition to daily client relationship management, he is responsible for the development and advancement of Meeder Public Funds portfolio service offerings. Nick is a graduate of The Ohio State University and currently holds his Certified Treasury Professional designation.

Phillip Jones is a registered investment adviser with over seven years of experience in the investment industry. He partners with institutional and public sector clients to develop customized investment strategies aligned with their unique goals and cash flow needs. A graduate of the University of Louisiana at Lafayette, Phillip is committed to providing exceptional service and delivering long-term value.