Michael Fleming is a Senior Vice President and Wealth Planner with Halliday Financial based in Glen Head, NY on long island’s North Shore. 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.
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.
Why Opening Act?
“I love giving students and their families the same joy I have in seeing my children perform. It warms my heart to see the students perform through their hard work and dedication to OA.”