Michael T. Bell is a Senior Vice President and Compliance Manager for Callan's Trust Advisory Group. He helps manage the functions of all Callan-advised discretionary accounts, working directly with their participants, sub-advisors, trustee-custodians, and cash management and transition managers. Additionally, Michael provides investment management implementation services to Callan's outsourced CIO clients. He also manages much of Callan's legal, compliance, and insurance matters as they relate to the Trust Advisory Group's investment management activities. Michael is a shareholder of the firm.
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.