Years of Industry Experience
Years with Neuberger Berman
Seth Finkel, Managing Director, joined the firm in 1990. Seth is a Senior Wealth Advisor who works with high net worth individuals, closely held businesses, fiduciaries, and not-for-profit organizations to coordinate the development and implementation of individualized investment programs. He is a member of the Board of Directors of the Neuberger Berman Trust Company. Seth also serves as a member of the Advisory Board for Lehigh University’s Center for Financial Services. Prior to joining Neuberger Berman, Seth spent six years providing personal tax and financial counseling, first, as a financial consultant with The Ayco Corporation and then, with Coopers & Lybrand as a Manager in their Personal Financial Services group. Seth received a BS from Lehigh University, a JD from Fordham University School of Law and an LLM in Tax from New York University School of Law. He is active with several philanthropic youth initiatives which focus on financial literacy, mental health and providing financial grants for sports programs in underserved communities. Seth has been rated among the top financial advisors by various financial media: he is ranked 22nd in the country on the Barron’s 2023 Top 100 Financial Advisors list and 8th in New York State on the Barron’s 2023 Top 1,200 Financial Advisors State by State list. Additionally, in 2022 Seth was ranked #11 in America on Barron's Top 100 Independent Financial Advisors list. The wealth management team led by Seth was also recently recognized as one of Barron’s 2023 Top 100 Private Wealth Management Teams, ranking #68 in the nation.
Accolades referenced are issued by independent third-parties and may be based on a wide-range of criteria, which may include assets under management, revenue generated and satisfaction/quality assessments. Information regarding specific criteria is available upon request and generally may be found on such third-party’s website. Third-party accolades referenced do not reflect the experiences of any Neuberger Berman client and readers should not view such information as representative of any particular client’s experience or assume that they will have a similar investment experience as any previous or existing client. Third-party accolades are not indicative of the past or future performance of any Neuberger Berman product or service.