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ABOUT BCM

 

Gayle H. Buff, MBA, CFP®, CFA

Principal

 

Gayle is the Principal of Buff Capital Management.  She has a Master of Business Administration (MBA), is a Certified Financial Planner (CFP®), and is a Chartered Financial Analyst (CFA).

 

Gayle currently is an instructor for the Boston Security Analysts Society where she teaches courses on portfolio management to CFA candidates. Gayle was an Adjunct Assistant Professor at Bentley College, where she taught a course on investments in the Masters in Financial Planning Program.  She has also taught finance courses for the Business School at Northeastern University and an investment course for the Certificate in Financial Planning Program at Boston University.

 

Gayle has been listed in Who’s Who in Finance and Industry since 1995.  She has also been named as one of the 150 Best Financial Advisors for doctors by Medical Economics Magazine since 1998 and one of the 100 Great Financial Advisors by Mutual Funds Magazine from 2001 through 2003.

 

Gayle is a member of the CFA Institute, Boston Estate Planning Council, Boston Economic Club, Boston Foreign Relations Committee, and Director and past President of the Boston Security Analyst Society. Gayle is a member and former Chair of the Northeast/Mid-Atlantic Region of the National Association for Personal Financial Advisors and a past Director of the Financial Planning Association. She is also a member of the Advisory Board and past Director of the American Lung Association of Massachusetts.

 

Prior to founding Buff Capital Management in 1989, Gayle worked as a financial analyst at Texas Instruments and as a financial planner for the Acacia Group.

 

In a former career, Gayle was a Clinical Specialist in Psychiatric Nursing, for which she earned a Master of Science degree.

 

 

Eunice Atwood

Office Administration

 

Eunice Atwood has over 20 years experience in the financial services industry.  She has worked at Deutsche Asset Management/Scudder and at State Street Research & Management.  She has the NASD series 6 and 63.

 

 

Quotes, Lectures, Workshops

 

Quoted in Media

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

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

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

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

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

Quoted in Physicians Financial News, A Question of Trust, July 15, 2002

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

Quoted in Business Week Online, Steps to Retirement: How to make sure you have the green to finance your fairway dream, October 30, 2001

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

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

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

 

On-Line Quotes & Articles

 

 

How Niche Practitioners Connect With Clients

Horsemouth.com, November 11, 2003

  (pdf: 49k)

 

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)

 

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)

 

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

  (pdf: 162k)

 

Steps to Retirement

BusinessWeek.com, October 30, 2001

  (pdf: 169k)

 

The Self-Employed: Rx For Your HR

Forbes.com, January 1, 2001

  (pdf: 153k)

 

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)
 

Assessing Client Risk: a Two-Dimensional Approach

Advisor.Morningstar.com, August 1, 2000

  (pdf: 86k)

 

 

Lectures and Workshops

 

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

 

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