Genesee Valley Trust Overview

  • Founded
  • 1994
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Genesee Valley Trust General Information


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

Contact Information

Ownership Status
(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
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Genesee Valley Trust Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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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
To view Genesee Valley Trust’s complete executive team members history, request access »