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Michelle Richardson  CFA



Michelle has worked in the pension and investment fields for 10 years, analyzing and advising clients on investment matters.

She has worked with defined benefit and capital accumulation pension plans as well as endowments, foundations and trusts. Her experience includes investment monitoring, investment policy design, asset allocation, manager searches and record-keeper evaluation. Michelle currently leads George & Bell’s socially responsible investing efforts.

Prior to joining George & Bell, Michelle worked for 8 years at a global consulting firm. She started as a pension administrator, then worked in the investment consulting department as an analyst and was promoted twice to the position of Investment Consultant. Michelle was a member of the firm’s Canadian Defined Contribution Committee, helped manage and train the local analyst team, and chartered a Toastmasters club at the organization’s Vancouver office.

Qualifications & Education

Michelle is a Chartered Financial Analyst charterholder and is currently pursuing the CFA Certificate in ESG Investing. She has also completed signature courses in leadership developed and offered exclusively by a global consulting firm.

She graduated from Simon Fraser University in 2012 with a Bachelor of Science Degree, majoring in Applied Mathematics and minoring in business. She participated in the co-operative education program and international exchange programs.