Geniffer Takacs

Geniffer Takacs, CFA

Associate Director, Investments

Philadelphia-Exton, Pennsylvania

Philadelphia-Exton, Pennsylvania Office

7 Dowlin Forge Rd
Exton, PA 19341

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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