The People at TWIN
Compliance & Operations
James Drake, CPA
Chief Financial Officer and Chief Compliance Officer
B.S. in accounting, Grove City College
With TWIN since 1998
Jim oversees TWIN's general administration including corporate and fund financial reporting, client portfolio accounting and investment performance reporting, HR and benefits, as well as regulatory compliance. He is a Certified Public Accountant and a member of the Pennsylvania Institute of CPAs.
Marjorie Piqueira
Executive Assistant
B.S. in accounting, State University of New York at Plattsburgh
With TWIN since 2002
Margie is responsible for the preparation of client reports, communications and marketing presentations. She also assists with portfolio accounting, maintenance and reconciliation.
