Our Company

Jeff Chalk, CFA

Investment Consultant
Dallas, TX, US

Tel: +1 214 8635626

E-Mail | Download bio | VCard

Professional Designations

  • Chartered Financial Analyst (CFA)
  • FINRA Licenses: Series 7, 63 and 65

Education

  • BA, Economics, Stanford University
  • MBA, The Wharton School, University of Pennsylvania

Current Responsibility

Jeff Chalk is an investment consultant for the Milliman Southern Employee Benefits Practice in the Dallas office. He is a Chartered Financial Analyst (CFA) with more than 28 years of experience and has focused on institutional investing since 1997.

Experience

Jeff has helped defined benefit and defined contribution clients find investment solutions through:

  • Investment manager research, selection, and monitoring
  • Model portfolio construction
  • Capital markets analysis
  • Investment policy statement design and review
  • Asset allocation studies
  • Searches for record-keepers/service providers
  • Asset liability modeling

Prior to joining Milliman, Jeff worked in the New Jersey office of a national benefits administration consulting firm where he was responsible for evaluating the investment performance of several Fortune 500 client portfolios, primarily corporate DC and DB plans.

 

Presentations and Publications

 

  • Moderated a panel discussion: “Target Date Funds – The Current Enviroment"
  • Authored a white paper: “Master Limited Partnerships: An Option for Investment Diversification”

Affiliations

  • Member, CFA Institute
  • Member, The CFA Society of Dallas-Fort Worth
  • Member, DFW Institutional Investment Forum
  • Work at Milliman

    • “I was offered a chance to come in, shake things up, create something."
    Work at Milliman