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.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, NC, NJ, NY, OH, OR, PA, PR, SD, TX, UT, VA, VT, WI

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.

Registered States:
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, NC, NJ, NY, OH, OR, PA, PR, SD, TX, 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.

Registered States:
AL, AZ, CA, CT, DC, DE, FL, GA, IL, IN, LA, MA, ME, MI, NC, NJ, 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.

Registered States:
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

Vanessa joined the Meenan Yedid Group in 2020 as a Client Service Associate where she focuses on delivering exceptional service to clients and is considered one of the main point of contacts for all client inquires.

Vanessa is responsible for facilitating all client onboarding, including, but not limited to opening domestic and international accounts, enrolling clients in UBS’s managed advisory platforms, assisting in banking needs such as wire transfers, ACH, On-line services, and a large array of operational needs.  

Vanessa started her career over a decade ago where she worked for JP Morgan Chase as a Small Business Specialist, and Merrill Lynch where she held a similar position as her current role with UBS. Vanessa currently holds a degree in Business Administration from Monroe College and has attained a Series 6 and 63 Securities License. Vanessa resides in Westchester County, and as a mom of 3 boys she enjoys spending time with her family and traveling.

Registered States:
NY