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Generation Capital Management, LLC Employee Directory

Financial ServicesNew York, United States2-10 Employees

Generation Capital Management, LLC is an independent, SEC-registered investment advisor based in Rochester, New York. Since 2003, the firm has provided customized investment solutions and advisory services aimed at helping a diverse client base meet their financial goals through an active, disciplined investment process. Its client base includes individuals, trusts and estates, not-for-profit organizations, and a range of institutions such as corporations and various retirement and government plans, with a focus on asset management, fiduciary retirement planning, holistic financial planning, and 403(b) participant services. The company operates within the financial services industry and is positioned as a boutique advisory firm serving clients in need of tailored, compliant investment guidance and retirement plan support. A recent development noted in industry coverage indicates the firm expanded its asset holdings with a stake in PUTNAM MUN OPPO. The firm is located at 1163 Pittsford Victor Road, in Pittsford, within the Rochester metropolitan area.

Find Generation Capital Management, LLC employees' phone numbers or email addresses

Generation Capital Management, LLC Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Generation Capital Management, LLC's Leadership

  • Stylized image of a person
    R. W.
    Chief Operations Officer
    Mobile Phone
  • Stylized image of a person
    T. A.
    President And Chief Executive Officer
    Mobile Phone

Generation Capital Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Generation Capital Management, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    R. W.
    Chief Operations Officer
    Mobile Phone
    Jan 07, 2026
  • Stylized image of a person
    T. A.
    President And Chief Executive Officer
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is Generation Capital Management, LLC known for?

Minus sign iconPlus sign iconGeneration Capital Management, LLC was founded in 2003 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-585-232-****
. Explore Generation Capital Management, LLC's company overview page for more information.

What is Generation Capital Management, LLC's most common email format?

Minus sign iconPlus sign iconGeneration Capital Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Generation Capital Management, LLC email formats with LeadIQ.

How many employees does Generation Capital Management, LLC have currently?

Minus sign iconPlus sign iconGeneration Capital Management, LLC has approximately 4 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Generation Capital Management, LLC's key employees and leadership?

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As of July 2026, Generation Capital Management, LLC's key employees include:

  • Chief Operations Officer: R. W.
  • President And Chief Executive Officer: T. A.

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