Callan Associates

Michael T. Bell, Vice President

Michael T. Bell, Vice President & Manager of External Equities, Trust Advisory Group. Michael helps manage the day-to-day functions of the Diversified Alpha Group Trust, working directly with its participants, sub-advisors, custodian, and cash management and transition managers.

Prior to joining Callan in April 2006, Michael worked for the Alaska Permanent Fund Corporation, a Callan client, as a Senior Investment Officer and was responsible for the APFC's equity portfolio. His experience includes development, implementation, and evaluation of investment policy; asset allocation; portfolio structure analysis; manager selection, contract negotiations, monitoring and performance evaluation; portfolio transitions; commission recapture; securities lending; custodian bank interaction; and as a portfolio manager and trader of cash equivalent securities for the APFC's short-term portfolio.

Michael has also held various marketing positions. His past employers include a computer services company, a manufacturer, a real estate holding firm and an advertising agency.

Michael graduated with a B.A. in Journalism from Louisiana State University, and earned an M.B.A. from the University of Alaska Southeast.

Warren R. Brown, Senior Vice President

Warren Brown, Senior Vice President & Manager of Investment Operations for Callan's Trust Advisory Group.  Warren helps manage the day-to-day functions of the Diversified Alpha Group Trust, working directly with the custodian, the sub-advisors, and the participants of the Trust. His responsibilities include report production, integration of customized performance analysis, implementation of risk-management procedures, and monitoring the sub-advisors of the investment program. He is a shareholder of the firm.

Warren joined Callan Associates in 1993 in the Client Report Services group. He was promoted to Practice Manager of that department in 2000, where he supported all aspects of the performance reporting process until March, 2006.

Warren graduated summa cum laude in 1990 from Santa Clara University with a B.S. in Commerce.  Warren currently serves on the San Francisco Advisory Board for Summer Search, a national leadership development program that helps low-income young people graduate high school, go to college, gain successful careers, and give back to society.

JJ Milder, Senior Vice President

JJ Milder, Senior Vice President, Trust Advisory Group. JJ joined Callan's Trust Advisory Group in February, 2010, to market investment management services to the plan sponsor and consultant marketplace. Prior to joining Callan, JJ held senior level marketing positions with several Boston asset management firms including: Head of Client Service at Batterymarch Financial Management, Senior Vice President and Head of Client & Consultant Services at State Street Research & Management, and Consultant Relations at The Putnam Companies.

JJ's institutional investment industry experience spans over 25 years and includes managing large plan sponsor and consultant relationships as well as product development and institutional marketing.

JJ graduated with a B.A. from Purdue University.