Marc Van Bell Email & Phone Number

Milwaukee, Wisconsin, United States

Chicago, Illinois, United States

• Asset management division of Ameriprise Financial, with headquarters in Minneapolis, MN. Firm managed approximately $589.2 Billion as of 9/30/23.Embedded within the Chicago-based integrated equity team, which.
• Presented the team’s philosophy, process, positioning and performance to intermediaries including sub-advisory relationships, consultants, clients and prospects across the United States and Canada on behalf of the.
• Wrote monthly, quarterly and annual commentaries for the team’s various investment strategies and developed ad hoc thought leadership projects to complement sales efforts.
• Worked closely with the firm’s product management function to best position strategies across both our intermediary and institutional sales teams.
• Worked proactively across the firm’s sales and client service teams to promote the Integrated Equity Team’s capabilities and current thoughts on the market environment and outlook.
• Key contributor to the completion of RFPs and consultant questionnaires on behalf of the team.

Greater Chicago Area

• Asset management division of the Bank of Montreal, with U.S. headquarters in Chicago, IL. Firm managed $312 Billion as of March 31, 2021. Embedded within Chicago-based municipal fixed income team as the primary point.
• Presented the team’s philosophy, process, positioning and performance to intermediaries, consultants, clients and prospects across the United States on behalf of the portfolio managers in order to optimize marketing.
• Actively participated in growing assets of the flagship Intermediate Tax-Free Fund from approximately $1.6 Billion in mid-2017 to over $2 Billion by Q2 2021.
• Wrote quarterly and annual commentaries, as well as developed ad hoc projects including white papers for both internal and external audiences.
• Worked proactively across the firm’s sales and client service teams to promote the Tax-Exempt Fixed Income Team’s capabilities and current thoughts on the market environment.
• Key contributor to the completion of RFPs and consultant questionnaires on behalf of the team.

Greater Milwaukee Area

• Asset management division of the Bank of Montreal, with U.S. headquarters in Chicago, IL. Firm managed over $230 Billion in assets as of 12/31/16. Embedded within the Small and Mid-Growth fundamental equities team as.
• Presented the team’s philosophy, process, positioning and performance to intermediaries, consultants, clients and prospects across the United States on behalf of the portfolio managers in order to optimize marketing.
• Conducted security analysis and actively participated in regularly scheduled team meetings.
• Instrumental in growing team assets from approximately $1 Billion in mid-2011 to over $2 Billion by Q1 2014, when the BMO small cap growth mutual fund was closed to most new investors.
• Wrote quarterly and annual commentaries, as well as developed ad hoc projects for both internal and external audiences.
• Worked proactively across the firm’s sales and client service teams to promote the Fundamental Growth Equities Team’s capabilities and current thoughts on the market environment.

Greater Milwaukee Area

• Marketed institutional investment capabilities to prospects; approximately $35 Billion in AUM across fixed income and equities. Assumed most recent position after M&I’s sale to Bank of Montreal, which closed July 2011.
• Established and grew relationships in the institutional plan sponsor community, as well as with regional consultants across the United States.
• Member of marketing committee, which oversaw firm’s sales and marketing collateral.

Greater Milwaukee Area

• SEC-registered investment advisor specializing in concentrated large cap growth investing. Firm was founded May 2006.
• Established and grew relationships in the broker/dealer channel, primarily the legacy Smith Barney network, within the lower 48 states.
• Instrumental in growing firm assets and number of accounts by 13.2% and 93%, respectively, from April 1, 2008 through July 31, 2009 despite the 2008 bear market.
• Established first firm marketing plan in order to facilitate AUM growth.

Greater Milwaukee Area

Regional broker-dealer headquartered in St. Louis, MO. Firm was acquired by Wachovia Corporation in 2007.Responsible for selling investment research/equity capital markets opportunities to Midwest institutional investors on over 650 companies across all industry sectors, with particular strength in financials, real estate, consumer, industrials and energy.

Greater Milwaukee Area

• Promoted firm research coverage consisting of approximately 50 small to mid-cap stocks primarily headquartered in the Great Lakes region.
• Established and maintained client relationships in the Chicago, Denver and Boston markets.
• Grew territory gross commissions 125% year over year in 1999.

Mba, Finance, Marketing

Bba, Marketing, Minor In Political Science