Howard Fleming, CFA®, CPA, CFP®

Howard has more than 25 years of experience as a financial planning professional. Before joining Red Tortoise, he served as Senior Vice President and Senior Wealth Strategist at GenSpring | SunTrust Private Wealth Management, where he worked with wealthy families as part of a collaborative team delivering comprehensive financial planning and family office services, while also serving on the firm’s executive leadership team. Prior to GenSpring, Howard was a Senior Manager at KPMG, LLP in Atlanta, providing financial planning and tax consulting services to corporate executives, closely held business owners, and high net worth individuals.

Education

• B.B.A. in Finance – Baruch College (Cum Laude)
• M.S. in Accounting – Texas A&M University

Prior Professional Experience

• Principal – Red Tortoise
• Managing Director & Senior Family Wealth Advisor – GenSpring Family Offices
• Senior Tax Manager – KPMG, LLP
• Senior Tax Consultant – Ernst & Young and Arthur Andersen

Associations and Affiliations

• Member – American Institute of Certified Public Accountants (AICPA)

Licenses and Registrations

• Chartered Financial Analyst (CFA®)
• Certified Public Accountant (CPA)
• CERTIFIED FINANCIAL PLANNER® (CFP®)