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James M

Series 66

Chicago, IL

Arta Finance

James Mihm is a financial advisor at Arta Finance based in Chicago, IL, holding a Series 66 designation with 10 years of industry experience. His prior experience includes roles at Citigroup and JP Morgan Chase Bank. Arta Finance serves primarily accredited investors, qualified clients, and qualified purchasers through a digital platform offering both discretionary managed products and self-directed investment options, utilizing a proprietary algorithm that integrates machine learning with human oversight for portfolio management.

Active portfolio management Private / alternative investments Options & derivatives strategies
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Matthew L

Series 63, Series 65

Seattle, WA

Arta Finance

Matthew Linker is a financial advisor at Arta Finance with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley & Co and Four Points Capital Partners LLC. Outside of his advisory role, he serves as President of the Board of Directors for Hawaii Pacific Model United Nations and facilitates a remote course on artificial intelligence for Stanford University’s Center for Professional Development. Arta Finance provides investment services primarily to accredited investors, qualified clients, and qualified purchasers through a digital platform offering discretionary managed products and self-directed options. The firm uses a proprietary algorithm that incorporates machine learning and minimum-volatility methodologies, supplemented by human oversight, and offers a range of strategies including public market investments, private funds, structured products, and listed-options strategies.

Active portfolio management Private / alternative investments Options & derivatives strategies
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Nicholas L

Series 66

Brooklyn, NY

Arta Finance

Nicholas Lin is a financial advisor at Arta Finance with two years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc., among other firms. Arta Finance serves primarily accredited investors, qualified clients, and qualified purchasers through a digital platform offering discretionary managed products and self-directed options. The firm uses a proprietary algorithm incorporating machine learning and minimum-volatility methodology alongside human oversight, and provides access to public market strategies, private funds, structured products, and listed-options strategies.

Active portfolio management Private / alternative investments Options & derivatives strategies
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Michael L

Series 65

Mountain View, CA

Arta Finance

Michael Lin is a financial advisor at Arta Finance with a Series 65 credential and four years of industry experience. Prior to joining Arta Finance Wealth Management LLC and Arta Finance Inc. in 2026, he worked at ICONIQ Capital, LLC for five years. Arta Finance provides investment services primarily to accredited investors, qualified clients, and qualified purchasers via a digital platform that offers discretionary managed products and self-directed options. The firm utilizes a proprietary algorithm incorporating machine learning and minimum-volatility methodology alongside human oversight, and offers access to public market strategies, private funds, structured products, and alternatives.

Active portfolio management Private / alternative investments Options & derivatives strategies
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