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Personal Family CFO | Delivering Comprehensive Wealth Management and Advisory Services for Select Private Clients
Chief Compliance Officer · Fairway Wealth
Brian Tullio — Chief Compliance Officer · Fairway Wealth · Greater Cleveland.
Direct contact
No direct contact on file for Brian yet.
About
I am a wealth management professional adept at providing independent and objective counsel to high-net worth individuals and families.
Passionate about building long-term relationships, I enjoy partnering with clients to help them achieve and maintain financial success.
My demonstrated experience and unique professional expertise enable me to provide the sophisticated advice and planning needed to assist clients in managing their wealth.
Experience
Chief Compliance OfficerCurrent
Fairway Wealth Management LLC
Feb 2026 – Present
Associate Director, Gift Planning
Cleveland Clinic
Sep 2018 – Mar 2020
Education
- Capital University Law School — LL.M in Taxation · 2012 – 2013
- Capital University Law School — Juris Doctorate, J.D. · 2009 – 2012
Skills
Legal ResearchLegal WritingTaxPublic SpeakingIncome TaxEstate PlanningNonprofit OrganizationsTax AdvisoryTax PreparationWealth Preservation PlanningWealth TransferFundraisingLegal Contract ReviewGift Planning