James Farley, CPC, QPA is a Senior Vice President and Chief Technical Officer of Reedmark Advisors, LLC. Jim began his retirement career in late 1978 and immediately became active in the American Society of Pension Professionals and Actuaries (ASPPA) earning the Certified Pension Consultant designation (CPC) in 1984; adding the Qualified Plan Administrator designation (QPA) later. He has been an ASPPA National Conference Speaker, course instructor, study guide chapter writer and editor, exam question and answer creator, reviewer and grader. He is active on ASPPA’s Government Affairs subcommittee covering Department of Labor initiatives and previously represented a mutual fund on the Investment Company Institute (ICI) Pension Committee particularly addressing the needs non-profit organizations faced following the aftermath of 403(b) regulatory changes.
Jim has extensive expertise working in the financial services and pension administration industries. His communication abilities (webinars/public speaking, articles, white papers) complement his skills managing multiple projects across sales, marketing, compliance, and investment product lines. Jim’s strong relationship management focus is geared toward understanding client needs, internal and external sales staff capabilities, and partner deliverables.