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Liam J. Hurley

Partner

Summit Financial Strategies Inc

HQ Phone:  (614) 885-1115

Email: l***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

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 Financial Str...more

Background Information

Employment History

Senior Manager

Ernst & Young LLP


Affiliations

IMCAS Limited

Member


Chartered Alternative Investment Analyst Association

Member


The Columbus Foundation

Professional Council Member


The Catholic Foundation

Professional Council Member


Education

Bachelors degree

Financial Planning/Economics


MS


graduate degree

Taxation

Robert Morris University


undergraduate degrees

Economics and Financial Planning

Grove City College


Web References(17 Total References)


Our People | Summit Financial Strategies

www.summitfin.com [cached]

Liam Hurley


www.napfa.org

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
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


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


Summit Financial

www.summitfin.com [cached]

Liam J. Hurley


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