San Blas Securities
Robert Takacs is an experienced investment advisor currently at San Blas Securities since September 2022. Prior roles include Director of Investments at Oppenheimer & Co. Inc. from February 2020 to September 2022, and a Financial Advisor at Morgan Stanley from March 2012 to December 2019. Robert's financial career began at Deutsche Bank Alex Brown as an Investment Representative, where over $40 million in assets were managed. Previous experience includes serving as a Defense and Aerospace Research Analyst at SunTrust Bank, and a Financial Consultant at Morgan Stanley Smith Barney. Robert’s military background includes serving as a Captain in the US Marine Corps with responsibilities in elite reconnaissance, infantry operations, and leadership positions. Robert holds a Bachelor’s degree in History from Vanderbilt University, completed in 1992.
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