top of page

Rob Takacs
Chief Investment Officer & Financial Advisor
Rob brings 24 years of industry experience, having held positions at leading firms including Morgan Stanley, Oppenheimer, Deutsche Bank, SunTrust Robinson Humphrey, and Salomon Smith Barney.
At Unity, Rob will help lead the firm’s investment strategy, philosophy, and portfolio construction, ensuring our portfolios continue to align with our clients’ long-term goals and best interests.
bottom of page
