Geoff Robinson (financial analyst)

Last updated
Geoff Robinson
Born1973 (age 5152)
CitizenshipBritish
Occupation(s) Financial analyst, educator, and entrepreneur
Known forEquity research, investment banking, and financial education

Geoff Robinson (born 1973) is a British financial analyst, educator, and entrepreneur. He is known for his work in equity research, investment banking, and financial education. Robinson has held senior positions in finance and has contributed to the development of financial modeling education. [1] [2] [3] [4]

Contents

Early life and education

Robinson was born in 1973 in Trinidad. His family later moved to England, where he was raised in Whitley Bay, North East England. He attended King's School, Tynemouth, and earned a degree in economics from Durham University. Robinson is a Chartered Accountant with the Institute of Chartered Accountants in England and Wales (ICAEW) and holds a Master of Financial Modeling designation from the Financial Modelling Institute. [2] [5]

Career

Robinson began his career at PriceWaterhouse (now PricewaterhouseCoopers) in 1994, where he trained as a Chartered Accountant. He later worked at Kaplan, Inc., teaching finance. From 2000 to 2015, he held senior roles at CTG (later 7City), a financial training and consultancy firm. [5]

In 2015, Robinson joined UBS as Managing Director and Global Head of Fundamental Analytics, where he also established the UBS Research Academy. He was ranked in the Institutional Investor survey in the Economics and Strategy category during this period. [6] [7]

In 2023, Robinson founded TheInvestmentAnalyst.com, an education technology platform focused on investment training. The platform has introduced AI-based learning tools and applications designed for financial education. [8] [7]

Teaching and research

Robinson has trained finance professionals in various global institutions and has contributed to frameworks in valuation and financial modeling, including applications of discounted cash flow analysis and behavioral economics in valuation practices. He has also served on the Capital Markets Advisory Committee of the International Financial Reporting Standards (IFRS) Foundation. [9] [10]

Publications

Robinson is the author of Financial Modeling Mastery for Investment Analysts, a guide on applied financial modeling and investment analysis. [11] [12]

References

  1. TheInvestmentAnalyst.com. "Find Your Edge in Investment Analysis". TheInvestmentAnalyst.com. Retrieved 2025-11-06.
  2. 1 2 TheInvestmentAnalyst.com. "About Us". TheInvestmentAnalyst.com. Retrieved 2025-11-06.
  3. theinvestmentanalyst, Geoff Robinson-. "Geoff Robinson - theinvestmentanalyst". Geoff Robinson - theinvestmentanalyst. Retrieved 2025-11-06.
  4. "MFM Accreditation". FMI. Retrieved 2025-11-06.
  5. 1 2 "Geoff Robinson". The Training Marketplace. Retrieved 2025-11-06.
  6. TheInvestmentAnalyst.com. "Our purpose". TheInvestmentAnalyst.com. Retrieved 2025-11-06.
  7. 1 2 "Intro - Book with Geoff Robinson". Intro - Book experts & get advice. Retrieved 2025-11-06.
  8. Weisman-Pitts, Jessica (2024-10-10). "TheInvestmentAnalyst.com set to become leading edtech for investment sector following surge in user demand". Global Banking And Finance Review. Retrieved 2025-11-06.
  9. TheInvestmentAnalyst.com. "Our DCF framework: The DNA of a DCF". TheInvestmentAnalyst.com. Retrieved 2025-11-06.
  10. "Five new members appointed to IFRS Foundation Capital Markets Advisory Committee". Corporate Disclosures. Retrieved 2025-11-06.
  11. TheInvestmentAnalyst.com. "Financial Modeling Mastery for Investment Analysts". TheInvestmentAnalyst.com. Retrieved 2025-11-06.
  12. "About Us". theinvestmentanalyst.com store. Retrieved 2025-11-06.