Liam Toohey, CFP®, AAMS®, serves as an Investment Operations Analyst, supporting the processes and workflows that help the firm deliver coordinated wealth management services. His financial planning and investment-related credentials support his work across portfolio operations, advisor support, and client-focused investment processes.

Liam brings a detail-oriented approach to investment operations and helps ensure key information and workflows are managed consistently. His role supports the broader advisory and investment teams as they work to deliver a high-quality client experience.