J. Gregg Buckalew, CFA, CPA

Chief Investment Officer- Emeritus


Gregg has built an admirable career of 36 years in finance and investment consulting to plan sponsors of employee benefit programs. In addition to his background in corporate investment, he also specializes in analysis of investment funds for foundations, hospitals, and endowments with asset pools from $10 million to $3 billion.

Earlier in his career, Gregg served as a Senior Vice President with Clark Consulting, leading its NYSE-listed, SEC-registered investment advisor subsidiary.  During his extensive career he held several similar national-level positions, including seven years with Arthur Andersen, nine years with Watson Wyatt Worldwide Investment Consulting, twelve years in employee benefits with an investment portfolio management firm, and as Partner-in-Charge of Coopers & Lybrand’s Actuarial, Benefits & Compensation Group, Southern Region.

Gregg graduated from Tulane University. He is a certified public accountant. A prolific writer, he writes and publishes quarterly investment research and market commentaries.

An enthusiast of the performing and graphics arts, you’ll find Gregg applauding from front row seats at his favorite local venues. He has cultivated a passion for photography, major league baseball, and foreign travel; he moves easily between left and right brains.

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