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Last Update

2015-10-29T00:00:00.000Z

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Wrong Liam Hurley?

Liam Hurley J.

Partner

Summit Financial Strategies Inc

HQ Phone: (614) 885-1115

Email: l***@***.com

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 readily respond to your needs, yet large enough to provide you with outstanding resources. more

Find other employees at this company (23)

Background Information

Employment History

Senior Financial Analyst
The Ayco Company , L.P.

Senior Manager
Ernst & Young LLP

Affiliations

Member
Chartered Alternative Investment Analyst Association

Professional Council Member
The Catholic Community Foundation

Professional Council Member
The Columbus Foundation

Education

Bachelors degree
Financial Planning/Economics

MS

graduate degree
Taxation
Robert Morris University

undergraduate degrees
Economics and Financial Planning
Grove City College

Web References (27 Total References)


Our People | Summit Financial Strategies

www.summitfin.com [cached]

Liam Hurley

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Liam Hurley
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Liam Hurley
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Liam Hurley
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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
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Liam Hurley


Our People | Summit Financial Strategies

www.summitfin.com [cached]

Liam Hurley

...
Liam Hurley
...
Liam Hurley
...
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
...
Liam Hurley


Summit Financial

www.summitfin.com [cached]

Liam J. Hurley


Summit Financial

www.summitfin.com [cached]

Liam J. Hurley


Liam J. Hurley ...

www.summitfin.com [cached]

Liam J. Hurley

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