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Thomas Geneva

Managing Partner at Geneva Capital Management LLC

New York, NY , United States

About

Thomas Geneva is the Managing Partner and Financial Advisor at Geneva Capital Management LLC, based in New York, NY. In this role, he leads client relationship management, oversees investment strategy development, and focuses on tailoring comprehensive financial plans to individual and family clients. Thomas emphasizes education and community engagement, conducting seminars locally to promote financial literacy and sound investing.

His expertise spans customized wealth management, focused primarily on public and private market investments, asset allocation, and retirement planning for high net worth individuals and families. Thomas is particularly attentive to understanding clients' specific financial needs and risk profiles before recommending investment solutions across equities, fixed income, and insurance-based products.

Thomas holds a Bachelor of Science in Accounting from Molloy College, where he was also a lacrosse player, and has passed Series 7, Series 66, and NYS Life, Accident & Health Insurance Exams. Prior to founding Geneva Capital Management, he worked in delivery and customer relations at Empire Merchants, building strong service skills that support his client-centered approach. He is active in philanthropic initiatives, including the Grenville Baker Boys & Girls Club and the Michael Magro Foundation, reflecting his commitment to both community and financial empowerment.

Career History

OrganizationRoleDate RangeDetails
Geneva Capital Management LLCManaging PartnerJun 2016 to Present
Empire MerchantsDelivery and Customer RelationsDec 2014 to Jan 2016
* Expand clientele through sharing knowledge of Empire services and operations * Provide customers with information regarding products and services * Distribute products to assigned locations througho...

Education

Molloy College

Bachelor of Science, Accounting

2012 2016

Hicksville High School

2008 2012

Others at Geneva Capital Management LLC (11)

NameRoleLocation
Arjun Vellayappan
Arjun Vellayappan
Equity Research AnalystChicago, IL , United States
A
Ashley Adam
Principal, Senior AnalystMilwaukee, WI , United States
Daniel Muench
Daniel Muench
Research AnalystMilwaukee, WI , United States
Jose Munoz
Jose Munoz
Managing Principal, Portfolio ManagerMilwaukee, WI , United States
M
Matthew Pistorio
Principal, Client Portfolio ManagerChicago, IL , United States
S
Sam Beres
Principal, Senior AnalystMilwaukee, WI , United States
C
Chris Eckel
Portfolio and Performance AnalystMilwaukee, WI , United States
Courtney Jentz
Courtney Jentz
Research AnalystMadison, WI , United States
M
Michelle Picard
Managing Principal, Portfolio ManagerMilwaukee, WI , United States
S
Scott Priebe
PrincipalMilwaukee, WI , United States
Showing 1-10 of 11 team members