Geniffer Takacs

Geniffer Takacs, CFA, is a seasoned investment professional with extensive experience in portfolio management. Currently serving as the Director of Portfolio Management at EP Wealth Advisors since July 2016, previous roles at the firm include Associate Director of Investments, Portfolio Manager, and Associate Portfolio Manager. Prior to this, Geniffer worked at Empress Investment Group from July 2009 to July 2016 as a Client Operations Specialist. Geniffer holds a Bachelor’s Degree in Business Administration from California State University, Los Angeles, having studied there from 2006 to 2008, and attended Ohio University from 2003 to 2005.