Seth J. Finkel

Examiner
DISC Type : cs

Advisory Board Member at Lehigh University Center for Financial Services

New York City Metropolitan Area, United States

Overview

Seth J. Finkel is a Managing Director and Senior Wealth Advisor at Neuberger Berman, where he has worked since 1990. A Fordham and NYU law school graduate, he is a Barrons Hall of Fame advisor. He also serves as Vice Chair for The REACH Institute and is an Advisory Board Member for Lehigh Universitys Center for Financial Services.

Outside of his finance career, Seth is a passionate advocate for childrens mental health, holding a leadership role at The REACH Institute to improve access to care. He actively shares resources for military members and veterans and has an interest in fine watches, demonstrated by his engagement with industry podcasts.

He is an inductee into the Barrons Advisor Hall of Fame, an honor recognizing a decade of rankings on their "Top 100" lists.

Personality Overview

Unexpressive

Process Oriented

Status Quo Seeker

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  Being observant comes to them naturally. They are thorough and always follow a systematic approach.

Topics They Care About

Children's Mental Health
Serves as Vice Chair of the Board for The REACH Institute, which is dedicated to improving mental health care for children and families.
Wealth Management
As a long-tenured Managing Director at Neuberger Berman, he specializes in advising high-net-worth individuals, businesses, and non-profits on their financial strategies.
Veteran Support
Actively shares resources and insights aimed at supporting military members, veterans, and their families, as shown in his social media activity.

Media Appearances

Seth has no verified media appearances

Work History

5-2016
Advisory Board Member at Lehigh University Center for Financial Services
11-2013
Member Board Of Directors at Neuberger Berman Trust Companies
11-2009 - 12-2022
Registered Player Financial Advisor at NFL Players Association
10-1990
Managing Director, Senior Wealth Advisor at Neuberger Berman
Vice Chair Board Of Directors at THE REACH INSTITUTE RESOURCE FOR ADVANCING CHILDRENS HEALTH

Education

1987 - 1990
Master of Laws - LLM from New York University School of Law
1981 - 1984
Doctor of Law - JD from Fordham University School of Law

More Information

Social Presence :

Prographics :

Exp : 35 Location : New York City Metropolitan Area, United States Job Level : Senior Designation : Advisory Board Member at Lehigh University Center for Financial Services
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Insights For Selling To Seth J.

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Seth J. is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Seth J.

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Seth J. move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Seth J. take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Seth J.

Personality Compatibility


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