Carly Purtill, BS '04, MAcc '05 joins new firm
Purtill Financial LLC has announced the hiring of Carly Purtill, CPA as Controller and Investment Advisor. Carly is an experienced CPA with more than nine years of experience in finance and accounting. She worked in both public accounting and industry before joining Purtill Financial in 2014. Carly holds the FINRA Series 65 Investment Adviser License.
Purtill Financial LLC is a fee-only wealth management and financial advisory firm registered in the States of Ohio and Florida as a Registered Investment Advisor with offices in Highland Heights, OH and Fort Myers Beach, FL.
Weatherhead School of Management at Case Western Reserve University cultivates creativity, innovation, and purpose-driven leadership to design a better world.