Our Company

Tim Buckley

Senior Investment Consultant
Dallas, TX, US

Tel: +1 214 8635623

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Professional Designations

  • Registered Investment Advisor
  • FINRA: Series 6, 7, 63, 65
  • Member, Dallas Society of Financial Analysts
  • Member, Healthcare Financial Management Association

Education

  • BA, Finance & Economics, Sonoma State University
  • MA, Economics, Trinity College

Current Responsibility

Tim is a senior investment consultant for the Milliman Southern Employee Benefits Practice (SEB). He is responsible for assisting clients with their strategic investment planning, conducting asset allocation studies, conducting asset/liability studies, developing optimal investment manager structures, and providing custom research on a variety of investment topics.

Tim has helped defined benefit, defined contribution, endowment, and foundation clients find investment solutions, and has addressed related issues of asset allocation, manager structure, manager search, and performance evaluation for Milliman's institutional clients.

Experience

Prior to joining Miliman in 2008, Tim spent 20 years in the investment areas of Aetna and ING. His experience includes investment management and product development of several ING investment strategies, as well as his primary role as investment consultant for ING's multi-asset strategy group.

  • Work at Milliman

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