Our People
Investment Team
Ned Bell – CEO & Portfolio Manager
Ned Bell has 14 years investment experience. Ned joined BAM as an International
Equity portfolio manager in November 2000. Prior to this, Ned worked for
Loomis Sayles & Co in the United States as an analyst & portfolio manager.
Prior to working in the United States, Ned worked for Bell Commodities as a
futures dealer. Ned holds a Bachelor of Commerce (Accounting / Finance) degree.
Adrian Martuccio – Portfolio Manager
Adrian Martuccio has 10 years investment experience. Adrian joined BAM as a
portfolio manager in September 2007. Prior to joining BAM, Adrian worked for a
Melbourne based private investment bank as an analyst and portfolio manager
of international equities. Adrian holds a Bachelor of Commerce and is a Fellow
of FINSIA.
Nicole Mardell – Senior Equities Analyst
Nicole Mardell has 10 years investment experience. Nicole joined BAM as a Senior Global Equities Analyst in November 2010. Prior to this, Nicole held Global Equity analyst roles in London at both Aviva plc and First State Investments. Prior to working in London, Nicole worked for Colonial Ltd in Melbourne. Nicole holds a Bachelor of Commerce (Hons), a Graduate Diploma of Applied Finance and Investment and is a CFA Charter Holder.
Joel Connell – Investment Analyst
Joel Connell has 5 years experience in the financial services industry.
Joel joined BAM in January 2006 and held the role of investment services
associate before moving into his current role. Joel has completed a Bachelor of
Commerce under the Deans Scholars program at Deakin University and a
Graduate Diploma of Applied Finance (Investment Management) with Kaplan.
Patrik Sjoblom – Senior Equities Analyst
Patrik Sjoblom has 14 years investment experience. Patrik joined BAM as a Senior Equities Analyst in March 2011. Prior to joining BAM, Patrik held senior analyst positions on the sell side in London and Stockholm at UBS, Credit Agricole Cheuvreux and Nordea Securities covering industrials and automotive companies across Europe. Patrik started his career in the financial industry in 1997 when he joined Skandia Investment Management in Stockholm as an analyst after having worked as an independent consultant. Patrik holds a MSc in Economics and Finance from the University of Stockholm.
Operations
Nick Fels – Chief Operating Officer
Nick Fels has over 20 years investment management experience covering front
office, operations management and risk management roles. Prior to joining
BAM, Nick’s positions included Director, Portfolio Administration Service with
Bell Potter Securities and Chief Risk Officer with UBS Wealth Management.
Nick holds a MBA and Corporate Director's Diploma, both obtained from the
University of New England.
Liesl Petterd – Financial Controller and Company Secretary
Liesl Petterd has over 14 years experience in accounting and taxation.
Liesl joined BAM in 2004 as a Company Accountant. Liesl has responsibility for
Global Mining Investments (GMI) and is currently the Financial Controller and
Company Secretary of Bell Asset Management and GMI. Prior to joining BAM,
Liesl worked in corporate tax for five years at PricewaterhouseCoopers, and
spent three years working in finance roles in London. Liesl holds a combined
Bachelor of Commerce and Laws from the University of Tasmania, and is a
Chartered Accountant.
Tim Nardella – Investment Administration Manager
Tim Nardella has 8 years experience in the financial services industry.
Tim joined BAM in 2006 and is responsible for BAM's investment administration
including unit pricing, financial accounting, distributions and taxation
compliance. Prior to joining BAM Tim worked at KPMG. Tim holds a Bachelor of
Business (Accountancy) from RMIT and is a member of the Institute of Chartered
Accountants in Australia.
Rachel Muir – Portfolio Reporting Manager
Rachel Muir has 12 years experience in the financial services industry.
She re-joined Bell Asset Management, as Portfolio Reporting Manager in
August 2007. Prior to this, Rachel worked for UBS Wealth Management and
Goldman Sachs JBWere Asset Management in similar roles. Prior to these roles,
Rachel worked at Bell Asset Management, initially joining the firm in 2001.
Rachel holds a Bachelor of Business (Economics/Finance) degree.
Sonya Tissera - Isaacs – Fund Accountant
Sonya has over 15 years of investment accounting experience. Sonya joined
BAM as a Fund Accountant in 2009. Prior to this, Sonya worked as an
Investment Accountant/ Fund Accounting Manager for a number of large
financial services firms including Goldman Sachs JBWere, Macquarie Bank,
JPMorgan and RBC Dexia. Sonya holds a Bachelor of Business (Accounting/Banking
& Finance) degree.
John Clifford - Compliance Manager
John has 25 years compliance experience in the funds management industry.
He joined Bell Asset Management in February 2010. Prior to this, John worked in
similar roles for two funds management companies, including Goldman Sachs JBWere,
and a leading trustee company. John holds a Diploma in Business Studies and is a
CPA and a member of Finsia.
Emma Rushen – Investment Team Assistant
Emma Rushen has over 5 years experience in the financial services industry. Emma joined BAM as Investment Team Assistant in 2011. Prior to joining BAM, Emma held positions in the payroll and accounting departments at Bell Potter Securities. Emma is currently undertaking a Bachelor of Accounting with RMIT.