Associate Wealth Manager
Brian Tullio joined Fairway in 2020. He provides relationship and technical support for Fairway’s clients and lead client advisers by preparing income tax projections, cash flow forecasts, financial and investment planning analyses, and investment performance reports.
Brian began his career in 2014 at a regional law office in Westlake where he focused on specialized areas of estate planning, succession planning, transactional taxation, and wealth preservation and planning. He then joined the Philanthropy Institute of the Cleveland Clinic Health System as an attorney specializing in areas of relationship management, life insurance, and tax and estate planning.
Education, Credentials, and Community:
John Carroll University, BS (Finance)
Capital University Law School, Juris Doctorate (JD)
Capital University Law School, LL.M. in Taxation
CERTIFIED FINANCIAL PLANNER (“CFP”)
Cleveland Metropolitan Bar Association (CMBA)
Ohio State Bar Association (OSBA)
Pennsylvania Bar Association (PBA)
Northern Ohio Charitable Gift Planners (NOCGP)
The Society of Financial Service Professionals (FSP)