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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Geneva Capital Management LLC | Managing Partner | Jun 2016 to Present | — |
| Empire Merchants | Delivery and Customer Relations | Dec 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)
| Name | Role | Location |
|---|---|---|
| Equity Research Analyst | Chicago, IL , United States | |
A Ashley Adam | Principal, Senior Analyst | Milwaukee, WI , United States |
| Research Analyst | Milwaukee, WI , United States | |
| Managing Principal, Portfolio Manager | Milwaukee, WI , United States | |
M Matthew Pistorio | Principal, Client Portfolio Manager | Chicago, IL , United States |
S Sam Beres | Principal, Senior Analyst | Milwaukee, WI , United States |
C Chris Eckel | Portfolio and Performance Analyst | Milwaukee, WI , United States |
| Research Analyst | Madison, WI , United States | |
M Michelle Picard | Managing Principal, Portfolio Manager | Milwaukee, WI , United States |
S Scott Priebe | Principal | Milwaukee, WI , United States |