Achievement is earned, legacies are built

Private Wealth Management 

Looking out at city through window

Though our clients often choose us for our comprehensive wealth management experience, we look beyond the tactical guidance and take a much more expansive view of our role. We commit to understanding you, your family, business and personal priorities, as well as your total financial picture. With our rich tradition of advising the most accomplished individuals, we are not only well-positioned to provide highly specialized guidance, but to also directly access and execute solutions with ease and efficiency so you can leave a purposeful legacy.

Experience that inspires confidence

The Meenan Yedid group provides personalized wealth management services to high net worth individuals. We focus on understanding your entire financial life as well as your hopes and dreams in order to move your investments forward with confidence. Led by Shlomi Yedid and Rob Meenan, our team takes a holistic approach to wealth management, working with your individual preferences, including desire for results in a certain time frame, liquidity requirements, and tolerance for risk, in order to craft a detailed financial plan.

The Meenan Yedid Group focuses on meeting the unique needs of finance professionals, corporate executives and entrepreneurs. We are well-versed in compliance mandates for high-level executives in the financial industry and understand their concerns around risk and cost. In addition, we are able to provide thoughtful guidance to corporate executives and entrepreneurs, helping them optimize liquidity and monetization opportunities in order and leave a lasting legacy.

The team provides a boutique approach to a select number of successful families in order to give individualized attention and develop long-term lasting relationships. At the same time, we utilize the global resources of UBS, the world’s largest wealth management firm. With diverse international business experience, the advice and guidance we deliver reflects our firm’s understanding of how genuinely connected your investments are in the broader global economy. The Meenan Yedid Group is also accredited to provide wealth management advice and guidance in both Israel and the United Kingdom.

  • Rob Meenan Profile Photo

    Rob Meenan

    Managing Director–Wealth Management

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    • AL
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    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • MI
    • MO
    • NC
    • NJ
    • NY
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    • OR
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    • PR
    • SC
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    Rob Meenan brings an analytical, consultative approach to wealth management in his position as a Managing Director with the Meenan Yedid Group. Rob works closely with his clients to formulate sophisticated, solution-based financial plans that are custom tailored to preserving and growing earned affluence. In addition to his expertise in portfolio construction, Rob’s background in consulting means that he is committed to developing and maintaining relationships with his clients in order to have an intimate understanding of their financial goals.

    Rob has a unique expertise catering to finance professionals and corporate executives with concentrated holdings accumulated in both private and public assets. His team works with an exclusive group of successful families to thoughtfully address their objectives. Rob brings a high level of insight and experience to navigating complex financial situations and offers comprehensive, practical solutions. Backed by the world's leading wealth management firm, Rob’s team is constantly researching global capital markets and timely strategies in order to achieve the best investment outcome. 

    Prior to joining UBS in June of 2015, Rob worked as a Wealth Manager at Barclays and Merrill Lynch. Rob started his career at SMC Corporation, where he led a consulting team specializing in the medical and semiconductor industries. The focus on lasting relationships and sharp attention to detail that helped him succeed in that role still informs his decisions as a Wealth Manager today.

    Rob is originally from  the Finger Lakes region in upstate New York and is a graduate of Clarkson University. He now lives in Manhattan with his wife and three children. Rob is committed to education and is involved with No Greater Sacrifice, an organization that provides scholarships to children of fallen and injured military service members. Rob also enjoys traveling and cooking with his family.

    • Barron's Top 1,200 Financial Advisors, 2020
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

    • Clarkson University
    • Senior Portfolio Manager
    • Private Wealth Advisor
    • Certified Exit Planning Advisor
    1285 Avenue Of The Americas
    New York, NY 10019
  • Shlomi Yedid Profile Photo

    Shlomi Yedid

    Managing Director–Wealth Management

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    • AL
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • IL
    • IN
    • LA
    • MA
    • MD
    • ME
    • MI
    • MO
    • NC
    • NJ
    • NY
    • OH
    • OR
    • PA
    • PR
    • SC
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    • WY

    Senior Portfolio Manager Shlomi Yedid takes a broad-based and holistic approach to wealth management as he helps individuals and families achieve their long-term financial goals.  Shlomi believes that proper wealth planning is critical to both successful individual outcomes as well as for the efficient transfer of wealth to future generations. He works closely with his clients' tax and estate planning advisors to provide outstanding personalized service as well as collaborative solutions.  Shlomi uses his extensive experience in the financial industry and his deep knowledge of the capital markets to uniquely benefit his clients.

    Shlomi’s team caters to finance executives, CEOs and entrepreneurs.  The team services a select number of clients in order to give highly individualized attention to particular needs, ranging from the formation of a detailed financial family plan focused on multigenerational wealth transfer and legacy aspirations, to the building of a tailored portfolio for bankers acutely aware of market risk, to helping entrepreneurs plan effectively for an exit strategy or to obtain financing.  With each client, Shlomi and his team focus on establishing a long-term, lasting relationship built on trust. 

    Shlomi is Israeli-born and fluent in Hebrew.  His team is accredited in Israel, and he travels there several times a year to visit clients.  He earned his B.A. and M.B.A. from the University of New South Wales in Sydney, Australia.  Shlomi worked as an Equity Research Analyst at Bear Stearns and Lehman Brothers and as an Investment Banker at Societe Generale prior to moving into wealth management at Merrill Lynch and later at Barclays.  He joined UBS as a Senior Portfolio Manager and Senior Vice President of Wealth Management in June of 2015. Shlomi lives in Westchester, New York with his wife and two children. He is an avid tennis player, and was top ranked in the juniors.

    • Barron's Top 1,200 Financial Advisors, 2020
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. 

    • University of New South Wales, B.A.
    • University of New South Wales, M.B.A.
    • Senior Portfolio Manager
    • Private Wealth Advisor
    1285 Avenue Of The Americas
    New York, NY 10019
  • James Foehr Profile Photo

    James Foehr

    Authorized Officer

    Senior Wealth Strategy Associate

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    • AL
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    • MI
    • NC
    • NJ
    • NY
    • OH
    • PA
    • SD
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    • UT
    • VA
    • VT
    • WI

    James launched his career in 2006 at Merrill Lynch. In 2009, James, along with his team, transitioned to UBS and he subsequently joined the Meenan Yedid Group in 2016.

    James assists in analyzing portfolios and developing investment solutions tailored to clients' individual portfolios ensuring it aligns with their financial goals. This process includes reviewing retirement planning, custom asset allocation, and investment management. In addition, James oversees the team's advisory trading platform for equities, fixed income, exchange traded funds, and options. James is committed to providing clients with a world class experience and remains engaged with clients and their changing needs.

    James graduated from Loyola University of Maryland with a Bachelor's degreee in Business Administration with a concentration in Finance. He holds his Series 7 and 66 securities licenses. James resides on Long Island where he volunteers in his community couching youth basketball. Outside of the office he also enjoys spending time with family and friends and travelling to new cities to enjoy live music.

      • Loyola University of Maryland, Bachelor's Degree in Business Administration with a Concentration in Finance
        1285 Avenue Of The Americas
        New York, NY 10019
      • alex b&w

        Alex Moshiashvili

        Authorized Officer

        Senior Wealth Strategy Associate

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        • AL
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        • DC
        • DE
        • FL
        • GA
        • HI
        • IL
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        • KS
        • LA
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        • MD
        • ME
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        • MN
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        • NC
        • NJ
        • NM
        • NY
        • OH
        • OR
        • PA
        • SC
        • SD
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        • VA
        • WA
        • WI

        Alex rejoined the Meenan Yedid Group in 2021 after spending three years at Merrill Lynch as an Investment Analyst. His thirteen years in Wealth Management helped develop a fluency with a breadth of intricate products and services, ranging from alternative investments and structured products to portfolio construction and estate planning. In additional to shepherding all operation aspects of the practice, Alex plays a key role in assisting with the investment management, portfolio analysis and wealth planning development and leads the team's advisory trading platform. Alex has managed all aspects of investments and planning for ultra-high net worth individuals and strives to provide white-glove service for all clients. He is adamant about building profound relationships with clients, which he believes is essential to establish proactive client engagement. Alex prides himself on being an attuned listener, a skill that lets him delve into the complexities of clients’ needs; in addition to an innovative and solution-minded partner who is able to marshal the totality of a firm’s resources to further a client’s agenda.

         

        Alex is licensed and registered with the Series 7, 66 and 3 exams and holds the Accredited Portfolio Management AdvisorSM - APMA® and the Chartered Retirement Planning CounselorSM - CRPC® professional designations. Alex received his Bachelors of Business Administration from the Zicklin School of Business at Baruch College. He lives in Windsor Terrace, Brooklyn with his wife, Joselyn, and son, Gabriel. Alex and Joselyn are members of Congregation Beth Elohim and support organizations such as the Susan G. Komen Young Professionals Committee of NYC, the Baruch College President’s Forum, and the NY Times Neediest Cases Fund.  He is an avid cinephile and a lover of both classic and modern racing cars.

         

          • CUNY Baruch's Zicklin School of Business, M.B.A.
          • Accredited Asset Management Specialist℠
          • Chartered Retirement Planning Counselor℠
          1285 Avenue Of The Americas
          New York, NY 10019
        • Joshua Horowitz Profile Photo

          Joshua Horowitz

          Wealth Strategy Associate

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          • AK
          • AL
          • AZ
          • CA
          • CT
          • DC
          • DE
          • FL
          • GA
          • IL
          • IN
          • LA
          • MA
          • MD
          • ME
          • MI
          • NC
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • PA
          • SD
          • TX
          • UT
          • VA
          • VT
          • WI

          Josh joined the Meenan Yedid group in 2018. Prior to joining UBS he worked at Morgan Stanley in Wealth Management. His primary responsibilities consist of creating customized financial plans and conducting investment research and reviews for our clients’ portfolios. Josh's investment research encompasses equities, fixed income, mutual funds, separately managed accounts, structured products and alternative investments. By integrating the asset allocation and investment returns with the financial plan, Josh helps clients make better financial decisions with their wealth and apply order and discipline to their savings and goals.

           Josh received his B.S. from the University of Wisconsin-Madison in Economics. He went on to receive his M.B.A from CUNY Baruch's Zicklin School of Business. He currently resides in Manhattan with his wife Lauren. In his spare time he enjoys traveling, working out and snowboarding.

            • University of Wisconsin-Madison, B.S. Economics
            • CUNY Baruch's Zicklin School of Business, M.B.A.
            • CERTIFIED FINANCIAL PLANNER™
            1285 Avenue Of The Americas
            New York, NY 10019

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