Bio

Mr. Takacs joined Carter, Terry & Company, Inc. in 2012 to generate institutional sales and placements for the private equity division. He serves as business development partner and develops relationships between institutional investors and corporate clients. Prior to joining Carter, Terry & Company, Inc., he worked for Wachovia Securities where he developed corporate services in the area of deferred compensation and 401-K plans. During his tenure at Deutsche Bank, he managed in excess of $100 million in client assets focusing on developing corporate services in the areas of deferred compensation programs and corporate cash. While at Lehman Brothers he served high net worth individuals while concentrating on middle market institutional trading and asset allocation. Mr. Takacs is a graduate from Kent State University with BA in Political Science. He also received his Masters International Management from American Graduate School of International Management.