About Us

Our Business

The Einstein Group is comprised of professionals with expertise in insurance & risk transfer, capital structures, private equity and financial services.

 

Our flexible enterprise is able to adapt to situations where large multinational firms can't compete. We are the decision-makers, and we work directly with you. No corporate chains. No waiting weeks for approval. Just good business.  

 

Einstein is headquartered in Boca Raton, Florida. We also have locations in New York City and Beverly Hills. The Einstein Group is privately held. 

Our Vision

​The Einstein Group offers creative financial risk management and capital solutions.

 

Our extended presence in the financial services marketplace allows us to present innovative ideas for advanced financial & risk management.

Our Team

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Benjamin S. Terner, Esq., LL.M.

Managing Director

bterner@einsteinfs.com

Mr. Terner has over 15 years experience in the alternative risk transfer and capital businesses. He is a licensed attorney in Connecticut and New Jersey. He serves as an Adjunct Professor of Law at Texas A&M University of Law in Fort Worth, Texas teaching risk management. Mr. Terner holds a Juris Doctor and Master of Laws degrees from Thomas Jefferson School of Law in San Diego; he holds a B.S. in Business Administration/Accounting from West Virginia University in Morgantown, and an International Business Certificate in Finance from the University Fillipin, Treviso, Italy.

Casper J. LaBarbera

Managing Partner

clabarbera@einsteinfs.com

Mr. LaBarbera's focus includes development and oversight of the operations, sales & marketing, and information technology departments. He held a FINRA Series 3 and 7 licenses while working at some of the largest global investment banks. He earned a B.S. in Business Administration/Finance from West Virginia University in Morgantown.

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Leather Briefcase

Menachem Mendel Davis, MBA, CRPC®️, AIF®️

Vice-President: Business Development

mdavis@einsteinfs.com

Mendel Davis joined The Einstein Group in 2022. Mr. Davis has an enthusiasm and a deep commitment to the delivery of professional financial services. His prior experience includes roles as an Assistant Vice President at JPMorgan Chase and a Wealth Advisor for Raymond James. Mendel embraces a set of personal values that guide a passion for assisting his client athletes and fellow professionals. He is committed to helping those individuals manage financial risk.  Mendel has a Masters in Business Administration from The University of Maryland. He is also a former counselor for the Hebrew Academy of Special Children.

Andrew Gerardy

Vice-President: Underwriting

agerardy@einsteinfs.com

Andrew Gerardy has been in the financial services industry for over 15 years. While attending UCLA, Andrew worked for a boutique insurance firm in the underwriting department. After graduation, he took a job at JPMorgan Chase in Dallas, working as a residential mortgage underwriter while simultaneously obtaining a Master’s Degree. During his time at Chase, Andrew was also playing semi-pro soccer and coaching gymnastics on the side as a hobby. Andrew also recently had roles at Silicon Valley Bank-Commercial Finance, PennyMac, LLC-Associate Vice President of Underwriting.

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