Christopher M. Meyer, CFA

Director of Institutional Investing & Shareholder

“I’m passionate about helping organizations succeed. By providing effective investment strategies with full accountability and continuous oversight, we give leadership the freedom to focus on advancing the success of their mission.”

Chris’ Story

As Director of Institutional Investing at Truepoint Institutional Advisors, Chris guides investment strategy and provides ongoing portfolio implementation and oversight for institutional clients. With more than three decades of experience advising institutions on their investment strategies, Chris saw how small- and mid-sized organizations often weren’t able to access the same research-driven, cohesive solutions that benefited larger institutions. He joined Truepoint because he was impressed by the firm’s independent structure and its unwavering focus on its clients’ best interests. He is passionate about providing robust and consistent investment strategies to organizations that have typically been underserved by the financial services industry.

Prior to joining Truepoint Institutional Advisors, Chris was Managing Principal and Chief Investment Officer at Fund Evaluation Group and also worked in the trust department of Fifth Third Bank.

Chris draws on his institutional investing experience to give back to his community and has served on numerous boards and investment committees, including the Cincinnati Retirement System and Lambda Chi Alpha Fraternity, as well as philanthropic organizations, including his church, the Catholic Inner-city Schools Education (CISE) Foundation, Glenmary Home Missioners, the Cincinnati Reds Hall of Fame and Museum, and Mt. St. Joseph University. He also served as an Adjunct Instructor at the University of Cincinnati teaching a course on portfolio management. In his leisure time, Chris enjoys playing golf, watching sports, and spending time with his family.


Specialties: asset allocation modeling, board and committee governance, investment committee facilitation, investment policy development, investment research, investment strategy, manager due diligence, spending policy modeling

Education

University of Akron, BS, Statistics and Economics
The Ohio State University, MBA, Finance

Designations

Chartered Financial Analyst

Community Involvement (14)

  • Cincinnati Retirement System, Investment Committee Chair (Board Chair, former)
  • Lambda Chi Alpha Educational Foundation, Board of Directors (Board Chair, former; Investment Committee Chair, former)
  • St. Antoninus Church, Finance Council Chair (Pastoral Council Chair, former)
  • Catholic Inner-city Schools Education (CISE) Foundation, Board of Trustees Treasurer, Investment Committee Chair
  • Mount St. Joseph University, Investment Sub-Committee
  • Glenmary Home Missioners, Investment Advisory Committee
  • Lambda Chi Alpha Fraternity, Board of Directors and Treasurer
  • The Catholic Community Foundation of West Central and Southwest Ohio, Board of Directors and Vice Chair
  • Franciscan Monastery of the Holy Land in America, Investment Committee
  • Cincinnati Reds Hall of Fame and Museum, President of the Board of Trustees (former)
  • Mercy Health, Investment Committee (former)
  • Mother of Mercy High School, The Centennial Campaign Committee (former)
  • Madcap Productions Puppet Theatre, Board of Directors (former)
  • University of Cincinnati M.S.B.A. program, Finance Advisory Board (former)

Interested in working with
our team?