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About BCM

Gayle Buff

 

Gayle H. Buff, MBA, CFP®, CFA

Principal

 

Ms. Buff is founder and president of Buff Capital Management, a Boston-based investment advisory firm.  She holds the designation of Certified Financial Planner (CFP®), and Chartered Financial Analyst (CFA).  Over the past 15 years, she has taught finance and business at various local colleges and regional Universities and, since 1997, she has been teaching the CFA review course for the Boston Security Analysts Society.

 

For the past 10 years, Ms. Buff has been selected by Medical Economics magazine as one of its “Top 150 Advisors for Doctors”; she has been widely quoted as an expert by a broad range of media sources, including Kiplinger’s, ABCNews.com, and the Wall Street Journal.  Since 1995, she has been listed in Who’s Who in Finance and Industry.

 

She is past chair of the Private Wealth Advisory Committee at CFA Institute and was a director and former president of the Boston Security Analyst Society.  She is a member of the Boston Estate Planning Council, Boston Economic Club, Boston Foreign Relations Committee, and on the advisory board and past director of the American Lung Association of Massachusetts.  She currently is a director of the Massachusetts Society for the University Education of Women and a speaker for the CFA Institute Speaker Retainer Program.

 

Ms. Buff also holds an MBA and was a licensed clinical specialist with an MS in psychiatric nursing.

 

 

Presentations, In the News, Periodicals

 

 

Presentations

Topic:  Investor Psychology: A Tale of Two Hemispheres
Presented at
Atlantic Canada CFA Society (Apr 5, 2010)
CFA Society of Iowa (Mar 10, 2010)
Providence Society of Financial Analysts (Feb 11, 2010)
 
Topic:  Psychology of Investing Forecast Dinner,
CFA Society of Saskatchewan (Jan 14, 2009)
 
Topic:  Psychology of Investing,
Presented at
CFA Society of Salt Lake Utah (Jan 7, 2009)
CFA Miami (Nov 5, 2008)
CFA Society of Virginia (Sept 18, 2008)
CFA Society of Vancouver (Jun 3, 2008)
CFA Finland (May 28, 2008)
CFA Society of Sweden (May 26, 2008)
CFA Society of Montevideo Uruguay (Oct 27, 2007)
CFA Society of Buenos Aries (Oct 25, 2007)
CFA Society of Barbados (Oct 23, 2007)
CFA Society of Portland Maine (May 15, 2007)
CFA Austria Society (Feb 13, 2007)
 
Topic:  Psychology of Investing or Art of Investing Forecast Dinner,
Czech CFA Society (Feb 12, 2008)
 
The Key to Investor Success:  Behavioral Finance and Women’s Habits, at Altfest Personal Wealth Management’s Women’s Financial $PA (Nov 3, 2009)
 
Guest on ‘Money Matters with Scottie McCall Afternoon Edition’ a top-rated financial radio program in New England (Aug 14, 2009)
 
Topic:  Behavioral Finance – So What?   Presented at NAPFA in Washington DC (June 6, 2009) and Boston Security Analyst Society (Jun 15, 2009)
 
Topic:  How to Deal Successfully With Clients of Different Personality Types, presented to RINET Wealth Management (Nov 14, 2007)
 
Training program in Investor Psychology
At the Arthur Lok Jack Graduate School of Business, The University of the West Indies
Sponsored by the CFA Society Trinidad and Tobago (Oct 22, 2007)
 
Presenter and Moderator at Financial Research Associates 2007 IRA Rollover Summit: From Trends Research and Practice to Cutting Edge Strategies—Gain Insights on the Industry Pulse (July 9, 2007)
 
Speaker on Behavioral Risk for Boston Security Analyst Society (Oct 26, 2006)

Market Technicians Association, Inc., Behavorial Risk—Insights into Decision-Making under Uncertainty, October 11 , 2005

Speaker for Information Management Network, Third Annual Forum on High Net Worth Real Estate Investing, September 20, 2004

Presenter for Massachusetts State Teachers Pension, Planning for your Retirement, December 10, 2003

Radio Show:  "Dollars and Sense"  WBIX AM1060, October 7, 2003 during National Financial Planning Week, on Director Corporate Sponsorships: Risk tolerance - What is Appropriate?

Massachusetts Association of Public Accountants (MAPA) Annual Institute on Federal Taxation, Panel Chair and Speaker, Personal Financial Planning, November 20 and 27, 2001, December 4, 2001

Radio Show: "Murphy's Law", WBNW and WPLM, August 8th, 2001

KLD Seminar on SAR/SEP Plans, April 6, 2001

Workshop for Harvard Vanguard HMO, Financial Planning for Women, May 14, 1998

Seminars for Needham High School Adult Education Program, (various Financial Planning and Investing topics), Fall & Spring, 1994, 1995, 1996, 1997, 1998

Speaker for the Massachusetts Association of Public Accountants, Investment Planning, Worcester, MA, December 3, 1996

Panel Speaker for the Bentley College Alumni Association, An Investment Primer, Waltham, MA, September 26, 1996

Panel Speaker for the Bentley College Center for Tax Studies, Tax Planning with Investments for Higher Income Individuals, Waltham, MA, June 13, 1996

Coordinator and Lecturer for Week Long Intensive Investment Workshop for High School Students, River School of Weston, Spring 1996

Guest Panel Member for TV Program, New England Cable, Money Talk Show, Fall & Spring 1993, 1994, Fall 1995

Guest Host for Radio Program, The Money Experts, August 1994, 1995

 

In the News

 

2011

 

On Helping Clients to Think Clearly

Wall Street Journal Blog Financial Adviser, February 2, 2011

  (pdf: 210k)

 

Five Star Wealth Manager for 2010 and 2011 among Wealth Managers scoring highest in overall client satisfaction

Boston Magazine, 2010 & 2011

  (pdf: 13mb)

 

2010

 

On Behavioral Finance & Women’s Habits

The Financially Savvy Woman, Altfest Personal Wealth Management publication, Winter Edition, 2010

  (pdf: 220k)

 

2009

 

Behavioral Finance: a Three-Part Model for Client Relationships

Advisor Perspectives, July 14, 2009

  (pdf: 111k)

 

2005

 

Quoted in Boston Globe, Portfolio Should be Driven by When You’ll Need the Money, January 5th, 2005

 

2003

 

How Niche Practitioners Connect With Clients

Horsemouth.com, November 11, 2003

  (pdf: 49k)

Quoted in Investment News, Mutual fund scandals force soul-searching, November, 2003

Quoted in CPA Wealth Provider, Handling the Bosses, July 2003

Mirror, Mirror on the Wall: Helping Small-Business Owners See the Big Investment Picture

Journal of Financial Planning, July, 2003

(pdf: 128k)

 

A Single Parent's Guide to Financial Security

Bankrate.com, June 6, 2003

  (pdf: 97k)

Quoted in Investment News, Bracing for deflation, just in case, January 27, 2003

2002

 

A Question of Trust

Physician Financial News, July 15, 2002

  (pdf: 118k)

 

IRA-to-IRA Transfers: A Way to Gain Flexibility

mPowerCafe.com, June 6, 2002

  (pdf: 59k)
 

Expert Q&A: IRA

mPowerCafe.com, June 6, 2002

  (pdf: 83k)

 

2001

 

IRA Losses -- Can You Deduct Them or Not?
mPowerCafe.com, November 20, 2001

  (pdf: 162k)

Quoted in Medical Economics, Pare Down Debt, November 5, 2001

Quoted in Reader's Digest, How to Retire Early: The Way You Want, October, 2001

 

Steps to Retirement: How to make sure you have the green to finance your fairway dream

BusinessWeek.com, October 30, 2001

  (pdf: 169k)

Article in NAPFA Advisor, AIMR's Performance Presentation Standards Set High Bar for Investment Managers, April 2001

The Self-Employed: Rx For Your HR

Forbes.com, January 1, 2001

  (pdf: 153k)

 

2000

 

The End Is Near: Plan or Be Damned

Advisor.Morningstar.com, November 8, 2000

  (pdf: 97k)

 

Top Planners Weigh In on What to Do Now

ABCNews.com, October 18, 2000

  (pdf: 77k)
 

When Professional Becomes Personal

Advisor.Morningstar.com, August 8, 2000

  (pdf: 96k)

 

Quoted in InvestmentNews, Fund group offers peace of mind - at a price, May 8, 2000

Quoted in Bloomberg Wealth Manager, Keeping Your Own Grass Greener, April 2000

1995-1999

Quoted in The Boston Globe, Making ends meet after spouse's death, October 4, 1999

Quoted in Reader's Digest: New Choice, Strategies for Singles, September 1999

Quoted in The Boston Globe, Avoid tying a financial knot, December 1, 1997

Quoted in Fee Advisor, The Brave New World of Indexing, January 1995

Quoted in Dollars$ense, Boomers: Scared but not Prepared, Fall 1995

 

Periodicals

Case Study: Financial Choices for the Taylor Family

ASAAJ-CFA Institute CFA Society of Japan Joint Seminar, March 19, 2007

  (pdf: 283k)

Published a chapter (Investment Art & Science) in Inside the Minds: The Return of Bullish Investing - Understanding the Financial Markets, for Wise Investing Now and Into the Future, Aspatore Books 2003

Assessing Client Risk: a Two-Dimensional Approach

Advisor.Morningstar.com, August 1, 2000

  (pdf: 86k)

 

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