Geniffer Takacs, CFA
Associate Director, Investments
Hilton Head Island, South Carolina
Associate Director, Investments
Hilton Head Island, South Carolina
32 Office Park Road
Suite 202-Z
Hilton Head Island, SC 29928
Phone: (610) 363-2000
Fax: (610) 363-2223
Gen enjoys working in all facets of the business, specifically, investments and portfolio management.
Gen has worked in the financial industry for 7 years, previously for an independent advisor in Santa Monica.
Gen is a graduate of California State University, Los Angeles, earning a B.S. in Business Administration.
Outside of the office, Gen enjoys playing golf and practicing yoga. She is originally from Ohio but currently calls Hermosa Beach home.
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