Client Services

Mr. Takatch became Vice President of Client Services in August 2026. He joined Atalanta Sosnoff in May 2025 as an Associate in Client Services. Prior to joining Atalanta, he was with Tri-Harbor Financial Group as a Financial Advisor. Mr. Takatch previously completed the SIE/Series 63/Series 6 exams and earned a BA degree in Economics and Finance from St. Bonaventure University.