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Jeff Chalk, CFA

Investment Consultant
Dallas, TX, US

Tel: +1 214 8635626

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Professional Designations

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


  • 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 based in the Dallas office. He joined the firm in 2008.


Jeff is a Chartered Financial Analyst (CFA) with more than 26 years of experience. He has focused on institutional investing since 1997. At Milliman, 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 Curcio Webb, LLC. There, he was responsible for evaluating the investment performance of several Fortune 500 client portfolios, primarily corporate DC and DB plans.


  • Member, CFA Institute
  • Member, The CFA Society of Dallas-Fort Worth
  • Work at Milliman

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