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2017-01-23T00:00:00.000Z

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Wrong Liam Hurley?

Liam J. Hurley

HQ Phone: (614) 885-1115

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

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Summit Financial Strategies Inc

Summit Financial Strategies, Inc. 7965 North High Street, Suite 350

Columbus, Ohio 43235

United States

Company Description

Summit Financial isn't your typical financial planning firm. Everything you are used to-from fees to philosophy-is fundamentally different. We're loyal to just one goal: Yours. That's how we take you from now to next. From the beginning, Summit Financia ... more

Find other employees at this company (36)

Background Information

Employment History

Senior Financial Analyst

The Ayco Company , L.P.

Senior Manager

Ernst & Young LLP

Senior Manager

Ernst & Young LLP

Affiliations

Member
IMCA

Professional Council Member
The Catholic Foundation

Member
Chartered Alternative Investment Analyst Association

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 (16 Total References)


Liam ...

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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.


Our People | Summit Financial Strategies

www.summitfin.com [cached]

Liam Hurley

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Liam Hurley
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Liam Hurley
...
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


Summit Financial

www.summitfin.com [cached]

Liam J. Hurley


Summit Financial Stategies - Wealth Managment

www.summitfin.com [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.


Learn more about ...

www.summitfin.com [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.

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