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This profile was last updated on 5/29/14  and contains information from public web pages and contributions from the ZoomInfo community.

Chief Investment Officer

Phone: (614) ***-****  HQ Phone
Email: l***@***.com
Local Address: COLUMBUS, Ohio, United States
Summit Financial Strategies Inc
Summit Financial Strategies, Inc. 7965 North High Street, Suite 350
Columbus , Ohio 43235
United States

Company Description: Tradition - Summit was established in 1995 with a commitment to providing personalized service to clients using a team approach. By design, we are small enough to...   more
Background

Employment History

Board Memberships and Affiliations

  • Member
    IMCA

Education

  • graduate degree , Taxation
    Robert Morris University
  • undergraduate degrees , Economics and Financial Planning
    Grove City College
  • MS
  • Masters degree , Taxation
  • Bachelors degree , Financial Planning/Economics
14 Total References
Web References
Our People | Summit Financial Strategies
www.summitfin.com, 29 May 2014 [cached]
Liam Hurley
...
Liam Hurley
...
Liam Hurley
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Liam Hurley
...
Liam joined Summit Financial Strategies in 2000 and serves as Summit's Chief Investment Officer. His wealth management career started in 1989 with The Ayco Company, L.P. in Pittsburgh. He came to Columbus in 1996 as part of Ernst & Young LLP's Personal Financial Counseling division.
He obtained his undergraduate degrees in Economics and Financial Planning from Grove City College and a graduate degree in Taxation from Robert Morris University. Liam is a CERTIFIED FINANCIAL PLANNER™ practitioner, a member of the Chartered Alternative Investment Analysts Association®, a CAIA Charter Holder, an Enrolled Agent, a Certified Investment Management Analyst? and a member of IMCA®.
Liam is a specialist in income and estate tax planning, portfolio sustainability related to investment management decisions and specialized issues facing corporate executives. Liam serves as a professional council member for The Columbus Foundation and The Catholic Foundation.
Liam and his family live in Lewis Center. He enjoys reading, weight lifting, learning about art and listening to classical and funk music.
To hear more about Liam, view his video, Liam's Video
...
Liam Hurley
Summit Financial Stategies - Wealth Managment
www.summitfin.com, 14 April 2011 [cached]
Liam J. Hurley
...
Liam J. Hurley, MS, CFP®, CIMA Principal, Vice President, Investment Committee Chairperson Liam joined Summit in 2000. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Investment Management Analyst. He has been a wealth manager since 1989, working with executives and families during his tenure at Ernst & Young LLP and Ayco. He holds a Bachelors degree in Financial Planning/Economics and an Masters degree in Taxation. Liam has made presentations to The Ohio State University's Family Financial Management Conference, The Mary Rutan Foundation, Springfield Planned Giving Committee, and the American Association of Individual Investors.
Summit Financial
www.summitfin.com, 3 Oct 2013 [cached]
Liam J. Hurley
Meet Our Advisors
www.summitfin.com, 18 Sept 2009 [cached]
Liam Hurley
...
Liam J. Hurley, MS, CFP®, CIMA Principal, Vice President Investment Committee Director
Liam joined Summit in 2000. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Investment Management Analyst. He has been a wealth manager since 1989, working with executives and families during his tenure at Ernst & Young LLP and Ayco. He holds a Bachelors degree in Financial Planning/Economics and an Masters degree in Taxation.
Liam has made presentations to The Ohio State University's Family Financial Management Conference, The Mary Rutan Foundation, Springfield Planned Giving Committee, and the American Association of Individual Investors.
Learn more about ...
www.summitfin.com, 8 Mar 2012 [cached]
Learn more about Liam
Liam joined Summit Financial Strategies in 2000 and currently serves as Summit's Chief Investment Officer. His wealth management career started in 1989 with The Ayco Company, L.P. in Pittsburgh. He came to Columbus in 1996 as part of Ernst & Young LLP's Personal Financial Counseling division.
He obtained his undergraduate degrees in Economics and Financial Planning from Grove City College and a graduate degree in Taxation from Robert Morris University. Liam is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Investment Management AnalystSM and a member of IMCA®.
Liam is a specialist in income and estate tax planning, portfolio sustainability related to investment management decisions and specialized issues facing corporate executives.
Liam and his family live in Lewis Center. He enjoys reading, weight lifting, learning about art and listening to great classical and deep funk music.
Other People with the name "Hurley":
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