Connect with Haley:

As an Operations Associate, Haley is responsible for efficient business operations and client related projects to support the firm’s advisors.

Haley is a sophomore at the University of Cincinnati working on her Bachelor’s degree in Finance with a minor in Accounting and a certificate in Business Law. She has spent the past summer with Strategic Wealth Partners and is currently working on a co-op. Outside of work, Haley enjoys hanging out with friends, working out and cheering on Cleveland sports teams.

Haley is eager and ready to get her hands into the world of finance and learn as much as she can during her time here.