Geniffer Takacs, CFA
Associate Director, Investments
Philadelphia-Exton, Pennsylvania
Philadelphia-Exton, Pennsylvania Office
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Gen enjoys working in all facets of the business, specifically, investments and portfolio management.
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Gen has worked in the financial industry for 7 years, previously for an independent advisor in Santa Monica.
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Gen is a graduate of California State University, Los Angeles, earning a B.S. in Business Administration.
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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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