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Liam J. Hurley

Partner

Summit Financial Strategies Inc

HQ Phone:  (614) 885-1115

Email: l***@***.com

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Summit Financial Strategies Inc

7965 N. High St. # 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

Find other employees at this company (29)

Background Information

Employment History

Senior Manager

Ernst & Young LLP


Affiliations

Chartered Alternative Investment Analyst Association

Member


The Columbus Foundation

Professional Council Member


IMCA

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(20 Total References)


Our People | Summit Financial Strategies

Liam Hurley


Liam Hurley | Summit Financial Strategies

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 CHARTERED FINANCIAL ANALYST® charterholder, a member of the Chartered Alternative Investment Analysts Association®, a CAIA Charter Holder, a CERTIFIED FINANCIAL PLANNER™ practitioner, a Certified Investment Management Analyst, a member of IMCA®, and an Enrolled Agent. 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, art, classical and funk music, and professional wrestling. To hear more about Liam, view his video: Liam's Video


Our People | Summit Financial Strategies

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

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

Liam J. Hurley


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