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Genesee Valley Trust

Genesee Valley Trust?uq=w9if130k
1994 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of investment advisory services. The company offers investment planning and management, estate and tax planning, trust administration, endowment & foundation management and related services.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Primary Office
  • 1221 Pittsford-Victor Road
  • New York, NY 14534
  • United States

+1 (585) 000-0000

Genesee Valley Trust Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Genesee Valley Trust Executive Team (4)

Name Title Board
Seat
Contact
Info
James D'Amico President & Chief Executive Officer
Joy Plotnik ESQ President & Chief Executive Officer
Kurt Rosen Senior Vice President & Chief Operating Officer
Geoffrey Blyth Senior Vice President & Chief Investment Officer