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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.

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