Michael F. Fleming, Esq

Since 2009, 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.

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 a undergraduate economic theory degree from The American University

Additional information:

Michael is a member of the New York State and 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 to students at the Westbury Middle School on Long Island. Lastly, he has been a soccer and lacrosse coach for local intramural and travel programs.

Michael is married with three children, who are all part of the North Shore School district.