Meet Michael F. Fleming

 

 
Michael F. Fleming is a seasoned wealth manager and attorney with over 25 years of sophisticated estate and financial planning and investment management experience.  Demonstrated ability to serve as Trustee for leading corporate fiduciaries. 
 
 

PROFESSIONAL EXPERIENCE:

 

Michael has been an active advisor with Halliday. He brings his reputable wealth management and legal expertise to the table, combining finance and law in a distinct way to best serve his clients.

 

Michael’s responsibilities include investment management for individuals, foundations, trusts and estates, as well as estate, insurance, and financial planning. He works in conjunction with both attorneys and accountants to formulate and design effective estate plans to be implemented by clients.  Currently, he is the investment manager of the Fire Island Lighthouse Foundation, the Post Morrow Foundation and the Kitch Foundation.  In his role, he works with the governing boards to maintain a suitable allocation based on the institutions guidelines and charitable goals.


Michael also analyzes publicly traded companies’ equity and bond offerings for inclusion in portfolios. By using individual securities and bonds, he crafts personal portfolios for clients. In addition, he is able to bring a lower cost investment style to clients by eliminating an extra level of fees usually charged for investment management by either mutual funds or separately managed account (SMA) programs.
 

Michael is actively involved in Halliday Private Trust – a division of Halliday Financial dedicated to protecting and increasing family wealth for multiple generations.


In addition to his role at Halliday, Michael is a Portfolio Manager for TSA Management, where he manages Halliday’s separately managed account program and invests other advisors’ client portfolios.
 

Background and education:
Prior to joining Halliday, Michael was the Vice President and Portfolio Manager of Furgueson Capital Management; he also served as COO and was the company’s Fiduciary Specialist. Michael was responsible for the investment management of trusts, individuals, and IRAs – over 80 accounts valued at $90 million.

 

Before Furgueson Capital Management, Michael managed the Hamilton Group as Vice President with The Bank of New York (BNY). He oversaw a team of 12 professionals, handling over 2,000 trust accounts with total assets in excess of $800 million.


Before his roles at Furgeuson Capital Management and The Bank of New York, Michael spent over seven years with the US Trust Company – this included five years as Vice President of the Wealth Advisory Group, and two years as Assistant Vice President to the Personal Custody Department.

 

Additionally, Michael served with the US Navy as a Lieutenant aboard the USS Clifton Sprague in Mayport, Florida.
Michael has his law degree from Pace University and is admitted to practice in New York State and Connecticut. He completed an undergraduate economic theory degree from The American University
 

Additional information:
Michael is a member of the  Nassau County Bar Associations.
 

He also serves on the board of Opening Act, which provides afterschool theater programs to inner city high school students in New York City.

 

While not fulfilling his board duties, Michael serves as a mentor with American Corporate Partners assisting service members transitioning to civilian workforce. Lastly, he has been a soccer and lacrosse coach for local intramural and travel programs.
 

EDUCATION:
 

PACE UNIVERSITY SCHOOL OF LAW, White Plains, NY

  • J.D. May 2002 
  • Pace University Dean's Scholar (1998), Pace University Dean's List (1997-1998)
 
THE AMERICAN UNIVERSITY, Washington, D.C.
  • B.A. in Economics, May 1993
  • Naval ROTC Scholarship (1989-1993)
  • Omnicron Epsilon Delta, International Economics Honor Society
 
BAR ADMISSIONS: 
  • Admitted in New York.