Pioneers in Planning
Following the recent closing of Baird's merger with Pittsburgh-based Hefren-Tillotson, I sat down with Hefren's CEO, Kim Fleming, to talk about her firm's unique history and commitment to planning as a core tenant of wealth management. I have known Kim for more than a decade through speaking engagements and through our mutual service on industry associations, and have always found her to be a passionate advocate for a planning-centric approach to meeting the needs of clients, and a deeply principled steward of the business her family founded and operated for the past 75 years.
HER View From Here
Kim Fleming talks about growing up with her family’s wealth management firm in the background, being a female CEO in a male-dominated industry and more.