Episode #95: Q&A with Kim Fleming, Chairman and CEO of Hefren Tillotson

By April 19, 2016Blog, Leadership, Podcast

This Learning to Lead episode comes to you from our breakfast series. We had Kim Fleming, Chairman and CEO of Hefren-Tillotson, speak. We split our time with Kim into two episodes of the podcast. In this episode, you will hear our question and answer session with Kim. In episode #94 of the podcast, you can listen to Kim’s talk.

Episode #95: Q&A with Kim Fleming, Chairman and CEO of Hefren-Tillotson

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Kim’s Bio:

Kim Tillotson Fleming is Chairman and Chief Executive Officer of Hefren-

Tillotson, Inc., a privately held Pittsburgh-based firm offering comprehensive

financial planning and investment advisory services for individuals, foundations,

trusts, and qualified retirement plans. Kim had served as President of Hefren-

Tillotson since 1996, and in December 2010, was elected Chairman and Chief

Executive Officer.

Hefren-Tillotson was awarded first place in the Best Places to Work contest by

the Pittsburgh Business Times in October 2015 (ultra-large category) and

October 2011 (large category). In October 2014 and October 2012, the company

was awarded #1 Top Workplace in Western Pennsylvania, and Kim received the

Top Executive award for medium-sized companies by The Pittsburgh Post-

Gazette. Hefren-Tillotson was also awarded the honor of “#1 Best Place to Work

in Pennsylvania” for medium-sized businesses in 2001 and Best Place to Work in

Pittsburgh in 2010 by Pittsburgh Magazine.

Kim is a graduate of Northwestern University with a degree in Economics and

holds several professional designations. She is a Chartered Financial Analyst®

charterholder, a graduate and former board member of the Securities Industry

Institute at the University of Pennsylvania, and has completed the Center for

Fiduciary Studies Certification program at the University of Pittsburgh.

She is a member of the CFA Institute, Pittsburgh Society of Financial Analysts

(former President), Financial Planning Association, served on the NASD District

Business Conduct Committee, and is currently serving on the Board of

Governors of SIFMA. In 2009, Kim was voted one of the “Top 25 Women in

Business” by the Pittsburgh Business Times, and in 2003, she was honored by

the Pennsylvania Department of Community and Economic Development as one

of “Pennsylvania’s 50 Best Women in Business.”

Kim serves on the boards of Allegheny College, Allegheny Conference on

Community Development (Treasurer), The Buhl Foundation, Dollar Bank, EQT

GP Holdings, The Pittsburgh Foundation, and SIFMA.

In 2013, Kim was Chairperson of the United Way of Allegheny County’s 2013

Campaign. She co-chaired the United Way Women’s Leadership Council in

2008 and 2007. In 2011 and 2004, she was named an Athena Award finalist and

received the 2005 YWCA “A Tribute to Women Leadership” award for business.

In October 2015, Kim was selected by the Governor as a Distinguished Daughter

of Pennsylvania for extraordinary service and contributions to the

Commonwealth. In March 2015, Kim was named the Family Guidance Leckie

Award Honoree for her years of philanthropy and service to Pittsburgh. In April

2014, Kim was awarded the John McGrady Award for community service at the

Art Rooney Awards Dinner. In 2012, she received the Haller Enterprise

Institute’s Entrepreneur of the Year Award from Thiel College. This award is

given annually to a business owner who has demonstrated outstanding

entrepreneurial leadership. In April 2012, Carlow University awarded Kim with

the Women of Spirit® Award for Values, which recognizes a woman who leads

her company to higher realms of excellence and service by personal example

and commitment to others. Also in April 2012, Geneva College honored Kim with

their Serving Leaders Award. This service award is presented annually to a

person of faith who implements servant-leadership qualities in their life and work.

In 2015, 2014, 2013, 2012, 2011, and 2010, Kim was selected as a FIVE STAR

Wealth Manager.  This award is given to wealth managers in Pittsburgh who

satisfied key client criteria and scored the highest in client satisfaction.

Service in mission work plays an important role in Kim’s personal life.  She has

been actively involved with local, national, and international project-related

mission trips, including annual youth group work camps.

Kim and her husband, Curt Fleming, have two sons, Grant and Todd.

Connect with Kim:

Announcements:

  • Mastermind Groups – We have small groups that meet the 2nd & 4th Wednesday of every month.  E-mail Doug at dougsmith@l3leadership.org if you are interested.
  • To listen to other interviews, go to our Learning to Lead podcast page. To learn more about what we’re doing through Learning to Lead, sign-up for our e-mail newsletter here.

    Sponsors:

    babb inc and WellAdvised

     

    Babb, Inc. – Throughout our 80+ years in business, we have established a solid reputation as a leading, independent insurance broker, third party administrator and consulting firm – in Pennsylvania and across the country. With a unique perspective, extensive experience and innovative business strategies, we deliver to our clients the best services and options possible.

     

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    Zero Six Eight – “Zero Six Eight collaborates with ex-convicts who demonstrate a drive for entrepreneurial achievement. By supporting the skills and interests of these entrepreneurs, we work to launch innovative products and services that would otherwise face considerable barriers.” To learn more about 068, go to http://www.zerosixeight.org/.

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