Geneva Capital Management Team

 

As a group of like-minded individuals, we all have our own unique way of helping our client's. Each of our advisors have helped many people not just in our community, but from different areas with a wide range of financial goals that cater to each individual, family or business. We understand the relationship between a client and the advisors is a special one. We've created this page for full transparency and you can see exactly who you will be working with. All of our advisors are motivated, driven, detail oriented, and respectful people. Here at GCM we have been able to help 500+ individuals/businesses develop strategies to achieve their financial goals. Please feel free to read about our team and see who could help you with your next financial endeavor.

 

First, we would like to introduce the founders of Geneva Capital Management; Joseph and Thomas Geneva. Two brothers envisioned a dream and made it into a reality. They knew working with people who shared their same passions could allow them to succeed, by bulidng relationships with their clients and growing with them through years to come. They put their dreams to the test and acheived life long relationships and friendships by following one simple foundation that created Geneva Capital Management, Client's First.

Joseph grew up in Hicksville, NY. He obtained his B.S. in Accounting at Molloy College, where he played lacrosse. From there, Joe received his M.B.A in Accounting at Hofstra University. It was during his 6 years of study & 5 years of post-graduate work with EisnerAmper (one of the nation's leading accounting firms) that Joe developed a strong knowledge-base & passion for the Finance Industry. After successful completion of his Series 7, Series 66, and NYS LA&H Insurance Exams, Joe became a Registered Financial Advisor and began working at AXA Advisors, LLC.From there, he completed his Series 24 (Registered Principal Exam) & became a Vice President with the firm. 

 Currently, Joe is the founder of Geneva Capital Management - d/b/a of AXA Advisors, LLC. Joe is a Board Member of the Michael Magro Foundation.  The foundation helps provide support to families dealing with children who have pediatric cancer. 

Additionally, he volunteers with his church, the Boys & Girls Club & other community organizations.Growing up, Joe found joy in sports and competition.  Nowadays, he finds joy in being able to work with individuals/businesses to create customized financial plans that manage existing assets, mitigate risks, and help provide for a brighter future focusing on his client's “all-encompassing” financial needs. To include, but not limited to: Investment Management, Estate and Legacy Planning, College planning Strategies, Risk Management (Insurance) and Retirement Planning.

 

 

Thomas Geneva was born and raised in Hicksville, New York. He obtained his B.S. in Accounting at Molloy College, where he played lacrosse. After successful completion of his Series 7, Series 66, and NYS LA&H Insurance Exams, Thomas joined forces with his brother, Joseph Geneva, at AXA Advisors, LLC.

 Being the youngest of four, family is at the core of Thomas' values. He enjoys family dinners and the competitive nature that continues to exist with his siblings. Currently he is involved with the Grenville Baker Boys & Girls Club, and the Michael Magro Foundation. Thomas likes to develop relationships with client's through multiple resources in the community by conducting seminars at the Hicksville High School. He believes in financial education, which is what led him and his brother to the development of Geneva Capital Management.

Thomas considers himself a people-person. He places great emphasis on performing his due-diligence and understanding a client's financial needs before any recommendations are provided. Together with his clients', he tailors a customized financial plan to reach their goals  and needs. 

   

 

 Meet our Geneva Capital Management Advisors

 

Maria Zoll is a financial consultant at Equitable. She graduated from Marist College Cum Laude with a duel degree in Accounting and Finance. She began her career in 2013 at Deloitte & Touche, one of the big four public accounting firms. While at Deloitte and Touche, she serviced clients in both the financial and commercial industry, helping organizations see further into their businesses and finances. From there, Maria joined the Financial Reporting team at Computer Associates, a multi-billion dollar publicly traded company. Maria prepared the company's quarterly and annual financial statements, as well as aided in financial forecasting. Since Maria has joined Equitable in 2019, her extensive industry experience has been invaluable in helping serve a wide variety of clients at Equitable. She has a fiduciary responsibility to all clients and focuses on overall financial planning, asset protection, tax strategies, business planning, and retirement/estate planning.

“If the portfolio doesn't match your client's goals, risk tolerance, and feelings on the market – you're not listening. If you're not listening, you're not working in your client's best interest.” Timothy Frohberg is an expert in customized portfolio construction, and custom-tailors each portfolio to match client-specific needs. That's why Tim insists on getting to know each client before investing any money. He holds his fiduciary responsibility close to his heart and considers it his foremost responsibility to create wealth for clients in a way that makes them comfortable. 

Prior to joining the team at Geneva Capital Management, Timothy Frohberg wrote and published two books on portfolio management and security analysis. He received his MBA with a Finance Concentration from the University of Saint Mary with a 4.0 GPA, and after years of success in the stock market, decided to extend the opportunity to others. 

Tim is aware of his own strengths but enjoys the team-dynamic at Geneva Capital Management. He's always touting the vast network and resources that the GCM team brings to each of his clients.  

 

 

Esteban Sarmiento is a Financial Consultant for Equitable Advisors, AXA Advisors LLC. He has a year of experience within Equitable and is licensed with his Series 7 & 66. Esteban grew up in Smithtown and attended Saint Anthony's where he also played Football all four years of high school. He then graduated and went to college at Ithica where he pursued his finance degree and was heavily involved in the Investment Clubs of the college. After graduating, he wanted to be the driving force in helping families achieve their financial goals and reach what they thought was impossible. At Equitable Advisors, he is achieving his goal.

 

 

 

Marc Bassuk was born and raised in Dix Hills, New York. He obtained his B.A. in Business Administration at SUNY Geneseo, where he played on the club baseball team. After graduating, he joined AXA Advisors, LLC upon completion of his Series 7, Series 63, and NYS LA&H Insurance Exams.

                Family is extremely important to Marc as his sister, Erica, is one of his biggest role models. She, along with his parents, have helped instill positive values into the foundation of the person he has become. He attends each of the concerts for his mother's band and the play's she directs and spends time with his father watching Mets, Jets, and Islanders games whenever possible. His close relationship with his sister and parents led him to a find a career in which he can help others to make sure their families are comfortable and protected under any circumstances.

                 Marc considers himself to be creative and strategic. This allows him to access each individual client's overall financial picture to develop customized strategies to reach their financial desires and objectives in a way that suits them, rather than using a cookie cutter approach to fit all clients needs. He works together with his clients to come up with the best recommendations possible to achieve their goals in the most efficient and effective way possible.

 

 

Michael is a Certified Public Accountant and graduate of Queens College of the City University of New York and received his MBA from St John's University Michael and has his Series 7, Series 66, and NYS LA&H Insurance Licenses.

He led his career with Price Waterhouse & Company.  Prior to joining AXA, Michael served as Chief Financial Officer of Lackmann Culinary Services Inc. Michael was the 401K Plan Administrator of Lackmann and served as Chairman of its Investment Committee. Additionally, Michael managed all of the Company's employee benefit plans including its Life Insurance, health benefits, disability and deferred compensation programs. Michael enjoys spending time with his grandson and is an avid golfer. In his spare time he is very involved with his condo association's board and other community events.

 

Thomas Bunger lives in Glen Cove with his Wife Kathy and two College age children for over 20 years. Tom is a graduate of Adelphi University with an MBA in Finance.

Tom moved his financial practice to Equitable Advisors in Woodbury in 2019. He specializes in learning his client's needs and objectives in order to develop a plan to help them achieve their unique personal financial goals.

Tom also serves as the Treasurer of the Glen Cove Chamber of Commerce