Special Offer: Get 50% off your first 2 months when you do one of the following
Personalized offer codes will be given in each session
Name
Natalka O. Bukalo
Title
President, Chartwell Consulting
Bio
Ms. Bukalo has forty years of experience in asset management consulting. Her investment career began at Kidder Peabody in 1982, where she was one of the founders and directors of the PRIME Asset Consulting Group. In 1989, Natalka joined Noble Lowndes, multinational employee benefits and actuarial consulting firm, to originate and manage their North American asset consulting practice. While Managing Director of this business unit, Natalka developed the first asset consulting practice to service 401(k) plans (while working with the author/founder of the first 401(k) plan).
The formation of Chartwell Consulting, founded in January of 1994, is the culmination of Natalka's many years of consulting experience and reflects her desire to continue providing highly specialized advisory services to institutional clients. Chartwell’s client base includes mid-sized retirement plans, both defined benefit, and defined contribution, endowments, and foundations. The suite of asset consulting services provided by Chartwell includes investment policy development, asset allocation, asset-liability studies, LDI (liability-driven investment) strategies, manager and mutual fund selection, ongoing performance evaluation, employee education and communications meetings.
Natalka is a frequent speaker at industry conferences sponsored by Investment Management Institute and Institutional Investor. Natalka graduated Magna Cum Laude from Rider University in 1978 with a B.Sc. in Economics and a minor in Russian. She has served on the Business Advisory Board of Rider University.
The formation of Chartwell Consulting, founded in January of 1994, is the culmination of Natalka's many years of consulting experience and reflects her desire to continue providing highly specialized advisory services to institutional clients. Chartwell’s client base includes mid-sized retirement plans, both defined benefit, and defined contribution, endowments, and foundations. The suite of asset consulting services provided by Chartwell includes investment policy development, asset allocation, asset-liability studies, LDI (liability-driven investment) strategies, manager and mutual fund selection, ongoing performance evaluation, employee education and communications meetings.
Natalka is a frequent speaker at industry conferences sponsored by Investment Management Institute and Institutional Investor. Natalka graduated Magna Cum Laude from Rider University in 1978 with a B.Sc. in Economics and a minor in Russian. She has served on the Business Advisory Board of Rider University.
