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Liam Hurley

Partner, Senior Financial Advisor, Senior Advisor and Shareholder

Summit Financial Strategies

United States, Ohio, Columbus

About Me

Liam joined Summit Financial Strategies in 2000. He is a Senior Advisor and Shareholder. 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. Liam graduated from Grove City College (Economics and Financial Planning) and Robert Morris University (Masters of Taxation). Liam is a CFA® charterholder, a member of the Chartered Alternative Investment Analysts Association®, a CAIA CharterHolder, a CERTIFIED FINANCIAL PLANNER™ practitioner, and a Certified Investment Management Analyst℠. Liam is a specialist in income and estate tax planning, portfolio sustaina

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Profile Information

Partner, Senior Financial Advisor, Senior Advisor and Shareholder

Summit Financial Strategies

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Columbus

Ohio

United States

Aug 19, 2024

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