Seth D. Finkelstein, CFA

Seth has enjoyed a 25+ year career working in a variety of roles at the intersection of Investments, Clients and Products. For the past 18 years – initially at ING (Voya) and then at Schroders – Seth was responsible for building and overseeing investment solutions groups that delivered value-added advice and customized solutions to clients in the arenas of asset allocation, risk management, income, target date, retirement income and ESG. His experience is highly diverse from asset class and product perspectives, and he has served as a division head, portfolio manager, client portfolio manager, investment specialist, solutions manager and 401k product manager. Early in his career at Seneca Capital and JP Morgan Investment Management he held hybrid client advisor/product specialist roles and helped win/retain client assets drawing on his technical investment depth and communication skills.

Seth devotes much of his free time to Autism advocacy and is Chair of the Executive Leadership Council of Autism Speaks New Jersey and sits on the Board of Celebrate the Children School in Wharton, NJ.