Seth Finkel: Steering Wealth Management with Expertise, Dedication, and Firm Commitment at Neuberger Berman

In finance, few individuals possess the blend of expertise, dedication, and community spirit embodied by Seth Finkel. With years of experience as a Managing Director at Neuberger Berman Wealth Management, Seth has honed his skills and built a reputation for delivering exceptional service to his clients. His journey is a testament to the profound impact that knowledge, commitment, and genuine care can have on individuals and communities alike.

At Neuberger Berman, Seth's role goes beyond managing finances; he serves as a trusted advisor, guiding high net worth individuals, closely held businesses, fiduciaries, and non-profit organizations towards their financial goals. His dedication to understanding their unique needs and crafting personalized investment programs sets him apart in the industry. He is deeply engaged in philanthropic initiatives focused on financial literacy, mental health, and community development. Through his active involvement in various organizations, Seth demonstrates a commitment to making a positive difference in the lives of others.

Navigating the Complexities of Wealth Management

Seth Finkel stands as a stalwart figure in the financial industry, boasting a distinguished career that spans over three decades. Since 1990, Seth has served as a Managing Director at Neuberger Berman Wealth Management, where his role as a Senior Wealth Advisor has solidified his reputation as a trusted expert in the field.

With a focus on catering to high net worth individuals, closely held businesses, fiduciaries, and non-profit organizations, Seth specializes in crafting bespoke investment programs tailored to meet the diverse needs and objectives of his clients. His keen understanding of the intricacies of wealth management enables him to coordinate the development and implementation of personalized strategies that align with each client's financial aspirations.

Before Seth's tenure at Neuberger Berman, he amassed invaluable experience over six years, providing invaluable personal tax and financial counseling services. His journey began as a financial consultant with The Ayco Corporation, where he honed his skills in offering comprehensive financial advice to a diverse clientele. Subsequently, Seth transitioned to Coopers & Lybrand, where he assumed the role of manager in the financial services group, further refining his expertise in wealth management.

Throughout his career, Seth has remained committed to staying abreast of industry trends and evolving financial landscapes, ensuring that his clients receive the highest level of service and expertise. His dedication to continuous learning and professional growth underscores his unwavering commitment to delivering optimal outcomes for those he serves.

Seth's Educational Pathway

Seth Finkel's illustrious career in finance is built upon a robust educational foundation that spans esteemed institutions and disciplines. His journey toward expertise began with a Bachelor of Science (B.S.) in Accounting from Lehigh University, where he acquired a fundamental understanding of financial principles and practices.

Driven by a thirst for knowledge and a commitment to excellence, Seth continued his educational pursuits, embarking on a path of legal studies. He earned a Juris Doctor (J.D.) from Fordham University School of Law, delving into the intricacies of legal frameworks and regulations that underpin the financial industry.

Recognizing the importance of specialization in tax law, Seth further honed his expertise by obtaining a Master of Laws (LL.M.) from New York University School of Law. This advanced degree equipped him with a comprehensive understanding of tax legislation and its implications for wealth management strategies.

Seth's educational achievements serve as the cornerstone of his career, providing him with the theoretical knowledge and practical skills necessary to navigate the complexities of finance with precision and insight. As we delve into Seth's educational journey, we gain a deeper appreciation for the depth of his expertise and the breadth of his contributions to the field of wealth management.

Accolades and Recognition

Seth Finkel's remarkable dedication and proficiency in financial advisory have earned him widespread recognition and acclaim within the industry. His outstanding achievements have been consistently acknowledged by reputable financial media outlets, cementing his reputation as a leading figure in the field.

In 2022, Seth's exceptional performance propelled him to the 26th position nationwide on Barron's prestigious Top 100 Financial Advisors list. Additionally, he secured an impressive 6th rank in New York State on Barron's 2022 Top 1,200 Financial Advisors list, further underscoring his expertise and impact in the financial advisory landscape.

Notably, Seth's unwavering commitment to independence and client-centric service garnered him the distinguished 9th spot in America on Barron's Top 100 Independent Financial Advisors list in 2021. This accolade reflects both his professional excellence and his dedication to prioritizing the unique needs and goals of his clients above all else.

Seth's remarkable achievements serve as a testament to his exceptional skills, integrity, and unwavering commitment to excellence in financial advisory. As we explore his accolades and recognition, we gain deeper insights into the profound impact he has made within the industry and the enduring trust he has earned from clients and peers alike.

Seth's Impact Beyond Finance

Seth's commitment to making a difference extends far beyond his professional endeavors, as evidenced by his active involvement in various philanthropic initiatives. With a deep-rooted passion for giving back to his community, Seth dedicates his time and resources to initiatives focused on enhancing financial literacy, raising awareness about mental health, and providing support for sports programs in underserved communities.

In his role as the chair of the CFS Advisory Council, Seth plays a pivotal role in shaping initiatives aimed at promoting financial literacy and empowering individuals with essential financial knowledge. Through educational programs and outreach efforts, he strives to equip individuals with the tools they need to make informed financial decisions and secure their financial futures.

Through his active engagement in philanthropy, Seth embodies the values of compassion, empathy, and social responsibility. His dedication to making a positive impact in his community reflects his belief in the importance of giving back and contributing to the well-being of others. As we delve into Seth's community engagement initiatives, we gain a deeper appreciation for his efforts to create positive change beyond the realm of finance, leaving a lasting legacy of compassion and service.

Seth Finkel: MD, Neuberger Berman Wealth Management

Seth Finkel, as a Managing Director, has been an integral part of the firm since 1990. Specializing as a Senior Wealth Advisor, Seth collaborates with high net worth individuals, closely held businesses, fiduciaries, and non-profit organizations to craft personalized investment strategies. He holds positions on the Board of Directors of the Neuberger Berman Trust Company and the Advisory Board for Lehigh University’s Center for Financial Services. Before his tenure at Neuberger Berman, Seth dedicated six years to providing tax and financial counsel, initially at The Ayco Corporation and later as a Manager at Coopers & Lybrand in their Personal Financial Services group.

Seth Finkel embodies the essence of expertise, dedication, and community spirit in the world of finance. His unwavering commitment to delivering exceptional service and making a positive impact sets him apart as a trusted advisor.