Retirement Plan Investment Consultant
JP Morgan Asset Management, Defined Contribution Investment Services
Mark Glatley, Vice President, is a client advisor within the Defined Contribution Investment Services Advisor team. He joined the firm in 2012 and works with consultants and advisors throughout the Ohio Valley region. Mark has over twenty years of experience within the retirement industry. Prior to joining J.P. Morgan, Mark spent five years with AllianceBernstein and twelve years with Charles Schwab.
While at Schwab, Mark consulted on DC and DB plans in the large and mega market. He consulted with committees around plan design and best practices. Mark holds his QKA (Qualified 401k Administrator) designation from ASPPA and his AIF (Accredited Investment Fiduciary) designation. Mark is a graduate of Western Connecticut University and resides in Solon OH with his wife and their four children.
Mark is a graduate of Western Connecticut University, has a qualified 401(k) Administrator (QKA) designation and is a holds a Series 7.