Arty Finkelberg for nearly 40 years has developed and implemented investment strategies for a diverse array of clients in 30 states. His hands-on, passionate portfolio management is based on fully understanding the client’s risk tolerance and building a long-term relationship.
Finkelberg is Managing Director of Investments at the Raymond James & Associates office in Ridgeland – and his reputation is known nationally. At Raymond James, he oversees Finkelberg Investments, a four-member team devoted to client service. His investment management and retirement planning skills led to him being named:
- Financial Times Top400 Financial Advisors in 2015 and 2017.
- Barron’s Magazinetop 1,200 financial advisors in the nation for seven consecutive years 2014-2020.
- Forbes Top Wealth Advisors in Mississippi in 2018, 2019, and 2020.
Arty in 1996 received the Chartered Financial Analyst designation, an advanced accreditation that necessitates 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 developed.
“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.”
Arty is a strong believer in establishing long-term relationships built on respect and integrity. Consequently, many clients have trusted him and his team with their investments and retirement planning for decades, some since he began as an advisor in 1982.
He earned a Bachelor of Arts in Philosophy from the State University of New York at Albany, and a Master of Business Administration and a Certificate in Professional Accounting from Mississippi College. He resides in Jackson and serves on the boards of both Beth Israel Congregation and the Jackson Jewish Federation. Finkelberg also is a board member of the Mississippi Center for Public Policy, Mississippi’s non-partisan, free market think tank.
His wife Amy is an ordained minister and previously served as an Associate Pastor at Northminister Baptist in Jackson. She currently leads workshops and retreats, provides supply preaching and volunteers with Northminister’s preschool children.
Arty has competed in several marathons and half marathons. He also is part owner of a pair of talented racing Standardbreds and has stoically endured being a lifelong New York Mets fan.
The FT 400 was developed in collaboration with Ignites Research, a subsidiary of the FT that provides specialized content on asset management. To qualify for the list, advisers had to have 10 years of experience and at least $30 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2017, roughly 790 applications were received and 400 were selected to the final list (50.6%). The 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications, and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant’s score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that’s roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of the advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. The FT is not affiliated with Raymond James.
Barron’s Top 1,200 Financial Advisors, 2020. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. 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 the 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.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual client’s experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.
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