Arty Finkelberg

Arty Finkelberg,

CFA, CFP® Senior Vice President, Investments Managing Director, Investments

Nationally recognized as one of the country’s outstanding wealth managers, Arty Finkelberg for more than 40 years has planned and implemented investment and retirement strategies for a diverse array of clients. He leads Finkelberg Investments of Raymond James, a four-member team that believes in hands-on, passionate portfolio management based on fully understanding the client’s risk tolerance and building a long -term relationship.

Finkelberg, Managing Director of Investments at the Raymond James & Associates office in Ridgeland, oversees more than $600 million in assets under management with clients in more than 30 states. His professionalism and integrity have led to recognition by numerous national business media outlets, including Barron’s annual list of the Top 1,200 Financial Advisors in the country. The 2023 honor marked the 10th consecutive year to be ranked by Barron’s. *

Arty in 1996 received the Chartered Financial Analyst designation, an advanced accreditation that requires a thorough study and examination process. It should be noted that the CFA designation requires high integrity and professional standards. He later was elected president of the CFA Society for Mississippi. Arty also earned accreditation as a CERTIFIED FINANCIAL PLANNER™ professional.

His investment strategy is designed to take emotion and worry away from the investor by steadfastly following a proprietary research model he and his team developed. For more than 23 years, Finkelberg Investments has utilized this comprehensive methodology and provided thoughtful, insightful strategies for clients throughout various market cycles.

“People trust us with their wealth, their life’s savings, and we take that responsibility very seriously. We want clients to be long-term investors, reach their goals and understand that we are investing alongside them.”

He earned a Bachelor of Arts in Philosophy from the State University of New York, and a Master of Business Administration and a Certificate in Professional Accounting from Mississippi College. In 2021 the Mississippi College School of Business honored him as Alumnus of the Year. **

Arty resides in Jackson and is a member of Beth Israel Congregation, having served on its board, and he currently sits on the board of the Jackson Jewish Federation. Arty also is a board member of the Mississippi Center for Public Policy, a nonpartisan free market think tank. His wife Amy is an ordained Baptist minister and served as an Associated Pastor at Northminster Baptist Church for more than 12 years. She currently leads spiritual retreats and preaches at various churches in central Mississippi.

Outside of the office, Arty has competed in several marathons across the country. A native New Yorker, he is an unabashed and long-suffering fan of the New York Mets. A harness racing enthusiast (he worked at a stable to help pay for college), Arty is the proud owner of several talented racing Standardbreds. Ponda Warrior won the 2022 Indiana Sires Stakes Championship for 3-year-old pacing horses and competed in the elite Breeders Crown, one of the sport’s most prestigious championship races.

*Source: Barron’s “Top 1,200 Financial Advisors,” March 2023. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 5,630 individual advisors and their firms and include qualitative and quantitative criteria. Time period upon which the rating is based is from 09/30/2021 to 09/30/2022 and was released on 03/15/2023. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.

*** This ranking is not based in any way on the individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Raymond James is not affiliated with Mississippi College School of Business.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FIANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which is authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Raymond James is not affiliated with the above organizations and/or charitable causes.