Meet the Instructors

Andrew Menachem, CIMA MBA

Andrew Menachem is a Morgan Stanley Wealth Advisor who specializes in asset allocation design and portfolio analysis. He has extensive experience in creating financial plans that focus on risk management and tax efficiency. He provides analysis of portfolios utilizing modern portfolio theory, basing investment decisions on risk-return trade-offs and efficient diversification. His forte is providing clients with a comprehensive analysis of their alternatives and assisting them in making informed decisions in the management, growth, preservation and transition of their wealth.

Andrew began his career with Morgan Stanley, in 1995, with a comprehensive training program in New York. He holds a Bachelor’s degree from George Washington University and a Master’s in Business administration from Nova Southeastern University. He gained his Certified Investment Management Analyst (CIMA) designation after completing a program at the University of Pennsylvania, Wharton School of Business.

Andrew is an adjunct professor for the University of Miami. He is a frequent contributor to articles written in the Miami Herald, Miami Daily Business Review as well as other South Florida publications. Andrew conducts a weekly radio show called “Money Matters”, which addresses the events in the capital markets.

Andrew is Vice President of the Florida Friends of the I.D.F., Member of the Board of the Greater Miami State of Israel Bonds, and Member of the Board of the United Way Endowment Professional Advisory Committee.

To contact Andrew, please click here.

Geoffrey Robbins, CFP® MBA

Geoffrey Robbins is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner. This designation is bestowed only upon those who have met the stringent education requirements of the CFP Board of Standards and promise to uphold the CFP Boards Code of Ethics and Professional Responsibility. Geoffrey assists clients in all aspects of the financial planning process, including the development and implementation of customized financial plans. He has earned a reputation as a trusted Financial Advisor with a professional focus in the areas of estate planning services, employee benefits, retirement planning, tax planning, investment strategies and insurance.

Geoff began his career with Morgan Stanley in 1994 with a comprehensive training program in New York. He earned his Bachelors Degree from The University of Miami and his Master’s in Business Administration from Nova Southeastern University. He advanced his knowledge by successfully completing a one-year program in Personal Financial Planning at the University of Miami.

Geoff is a member of the Young President’s Club of Mount Sinai Medical Center Foundation and dedicates his time to numerous other charitable organizations.

Certified Financial Planner™ and CFP® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.