Portfolios shaped by in-house quantitative research, rigorous risk control, and our proprietary Fundamental Tilt® approach.
Our unique investment approach is driven by the methodologies developed at TWIN by our founding investment team.
Investment Team
Marketing
Compliance & Technology
All
Geoffrey Gerber
Founder & Chief Investment Officer
Geoffrey Gerber
Founder & Chief Investment Officer
Christopher Erfort, CFA
Senior VP, Portfolio Management
Christopher Erfort, CFA
Senior VP, Portfolio Management
Pasquale Rocco
Director of Research
Pasquale Rocco
Director of Research
James Hough
Senior Vice President, Quantitative Systems
James Hough
Senior Vice President, Quantitative Systems
Stephen Larence
Senior Investment Analyst
Stephen Larence
Senior Investment Analyst
Samuel Gerber
Director of Business Development
Samuel Gerber
Director of Business Development
James Drake, CPA
CFO & Chief Compliance Officer
James Drake, CPA
CFO & Chief Compliance Officer
Vince Larence
Marketing & Sales
Vince Larence
Marketing & Sales
Glenn Birkenfeld
Director of Technology
Glenn Birkenfeld
Director of Technology
Marjorie Carl
Executive Assistant
Marjorie Carl
Executive Assistant

We’re a team of 10, with an average of 20+ years investment experience.

Transparency, consistency, and putting big players’ client service to shame has been our business for over 25 years.

Geoffrey Gerber
Founder & Chief Investment Officer
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Our People
Geoffrey Gerber
Founder & Chief Investment Officer
With TWIN Since: 1990

Having founded TWIN in 1990, Geoff is the Chief Investment Officer overseeing the entire quantitative investment process and general management of the firm. Recognized as a specialist in institutional quantitative investment management, he has been quoted in the financial press and authored numerous articles in books and journals.

Additionally, Geoff is a faculty member for the Aresty Institute’s Wharton Executive Education Program on Pension Funds and Investment Management. He participates in a number of foundations’ investment committees and boards including the Burroughs Wellcome Foundation, the Jewish Federation of Greater Pittsburgh and the Jewish Healthcare Foundation. Geoff is also a member of the Editorial Advisory Board of the Journal of Investment Consulting. Prior to founding TWIN, he held senior portfolio management positions at Prudential Insurance and Mellon Equity Associates.

Geoff earned a Ph.D. in Finance and Economics from the University of Pennsylvania, and a B.A. in Economics from the State University of New York at Buffalo where he graduated summa cum laude and was elected to Phi Beta Kappa. 

Personal: Geoff has a passion for swimming, the silver screen (you probably can’t name a movie he doesn’t know about), theater (particularly Broadway), and spending time with his family. In his spare time, you’ll likely find him attending a Pittsburgh sporting event or at the Sundance Film Festival.

Christopher Erfort, CFA
Senior VP, Portfolio Management
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Christopher Erfort, CFA
Senior VP, Portfolio Management
With TWIN Since: 1997

Since Chris joined the TWIN team in 1997, his responsibilities have grown to encompass multiple roles. As head of equity trading, Chris is responsible for trade implementation and measurement. As a portfolio manager, Chris co-manages the equity portfolios. Chris joined TWIN from Federated Investors Fund Controller team. Prior to Federated, Chris worked as a Mellon Trust accountant.

Chris holds an M.B.A from Robert Morris University and a B.A. in International Business/Management from Marietta College, and he earned his designation as a Chartered Financial Analyst (CFA).

Personal: Outside of TWIN, Chris likes to golf, ski, and spend time with his family.

Pasquale Rocco
Director of Research
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Pasquale Rocco
Director of Research
With TWIN Since: 1997

Pat has over two decades of experience in quantitative financial and applied econometric research. In his position as Research Director, he is responsible for analysis supporting all of TWIN Capital’s investment models; he also plays a key role in the development of new products. Pat coordinates the activities of TWIN’s outside academic consultants and also helps support TWIN’s quantitative systems software tools. Prior to joining the firm in 1997, he was a Senior Economist at WEFA Group, a researcher for the University of Michigan’s RSQE macroeconomic forecasting center, and an Economist for the Bureau of Labor Statistics (US Department of Labor).

Pat is a past Ph.D. candidate in Economics and also received an M.A. in Statistics from the University of Michigan. His undergraduate degree (B.A. in Economics) is from The George Washington University, where he was elected to Phi Beta Kappa.

Personal: Born & raised on the eastern end (Philadelphia) of the state, Pat has called western Pennsylvania home for more than 20 years. He enjoys traveling with his wife and 5 children. A member of the Knights of Columbus, he is also an active volunteer in the local Catholic community.

James Hough
Senior Vice President, Quantitative Systems
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James Hough
Senior Vice President, Quantitative Systems
With TWIN Since: 1991

Education: M.S. Information Science, University of Pittsburgh;
B.S. Computer Science, University of Pittsburgh

Jim is responsible for the design and development of all of the proprietary systems used to support TWIN’s sophisticated quantitative modeling, backtesting and trading environments. As TWIN has grown, he has kept the firm on the cutting edge of investment technology. Prior to TWIN, he was a Senior Software Consultant with Digital Equipment Corporation.

Jim holds a B.S. in Computer Science and a M.S. in Information Science, both from the University of Pittsburgh.

Personal: In his spare time Jim enjoys working on his golf game and spending time with his wife Ellen and their two sons.

Stephen Larence
Senior Investment Analyst
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Stephen Larence
Senior Investment Analyst
With TWIN Since: 1999

Steve works closely with Pat Rocco in supporting the development, testing and evaluation of new and existing quantitative equity models. He augments TWIN’s daily investment and portfolio management process by creating tools that seek to streamline the investment process, analyze equity portfolios and generate potential trading decisions. In addition, he also serves as a backup trader.

Having worked at TWIN Capital since 1999, Steve joined TWIN immediately after acquiring a B.A. in Finance from Duquesne University. Steve additionally holds an M.B.A. from Carnegie Mellon University.

Personal: Outside of TWIN, you can find Steve hiking, biking, snow skiing, playing soccer, waterskiing, fishing, and anything else he and his family can do outdoors. He is a also a board member for Mt. Lebanon Soccer Association.

Samuel Gerber
Director of Business Development
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Samuel Gerber
Director of Business Development
With TWIN Since: 2018

As Director of Business Development, Sam is responsible for new business development and client service. As a member of the investment team, he assists in capital markets research and the continual development and evolution of TWIN’s products and investment strategies. Sam joined TWIN in 2018 following Corporate Development roles at Polyconcept and Consol Energy. His prior experience also includes Institutional Equity Sales & Trading at FBR Capital Markets. Sam is a board member of the Jewish Federation of Greater Pittsburgh’s SteelTree Fund.

Sam holds an M.B.A from Carnegie Mellon University and a B.S. in Business Economics and Public Policy from Indiana University.

Personal: Outside of TWIN, Sam enjoys running, baking, trying to improve his golf handicap, and spending time with his wife and two daughters. He is an avid fan of Pittsburgh’s professional sports teams and his Indiana Hoosiers.

James Drake, CPA
CFO & Chief Compliance Officer
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James Drake, CPA
CFO & Chief Compliance Officer
With TWIN Since: 1998

Education: B.S. in accounting, Grove City College

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. Previously, Jim was employed as a Senior Financial Analyst in the Corporate Finance department of Federated Investors. He also has significant public accounting experience with an international firm, working as an Auditor with KPMG.

Jim received a B.S. in Accounting from Grove City College. He is a Certified Public Accountant and a member of the Pennsylvania Institute of CPAs.

Personal: Outside of TWIN, Jim enjoys spending time with his wife and three children. You can find him outdoors with the family dog Oscar, riding his bike on the Montour trail, or tackling a home improvement project. Jim was bitten by the car bug at a young age and enjoys everything automobile-related, especially competing in SCCA Steel Cities regional autocross events. Jim is active in his community and has served in leadership roles for the Boy Scouts of America as well as the various local athletic programs.

Vince Larence
Marketing & Sales
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Our People
Vince Larence
Marketing & Sales
With TWIN Since: 2008

Vince’s responsibilities include new business development and client service, with a focus on public funds and Taft-Hartley clients. Prior to joining TWIN in 2008, Vince worked for forty years in various capacities with the United Food and Commercial Workers-Local 23.

Vince currently serves as a delegate on the Allegheny County Labor Council.

Personal: Vince enjoys spending time fishing with his grandchildren and watching them waterski, play hockey and soccer. He makes time to work in his vegetable garden, cooking with its’ harvest year-round. Still working as a community volunteer with the Labor Unions and United Way, Vince and his wife have volunteered for over 45 years as Santa and Mrs. Claus for various charities, including Veteran’s Homes, Stuff-the-Bus and Foster Care

Glenn Birkenfeld
Director of Technology
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Our People
Glenn Birkenfeld
Director of Technology
With TWIN Since: 1998

Glenn oversees business on all computers and technology endeavors at TWIN. With his business and marketing background, he also plays an active role in the marketing and identity of the firm.

Glenn received a B.S. Business Administration from the University of Buffalo with concentrations in marketing & management information systems.

Personal: When not wrestling with technology, Glenn can probably be found at a hockey rink. Glenn is the current Vice President of the Arctic Foxes Hockey Association. So, whether he’s coaching his two sons, playing in an adult league or watching the pros, he’s never far from a Zamboni. Glenn also likes to spend his time running and biking, and is an avid fan of 80’s ‘new-wave’ music and retro video games.

Marjorie Carl
Executive Assistant
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Our People
Marjorie Carl
Executive Assistant
With TWIN Since: 2002

Education: B.S. in accounting, State University of New York at Plattsburgh

Margie is responsible for the preparation of client reports, communications and marketing presentations. She also assists with portfolio accounting, maintenance and reconciliation.

Margie has a B.S. in accounting from the State University of New York at Plattsburgh.

Personal: In her free time, Margie enjoys running, hiking and playing with her grandkids. Margie is always looking for new adventures and unique experiences.

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Our People

Our clients include . .

Rigorous risk control, systematic application of in-house research, and dedicated discipline are at the core of our investment philosophy
Public Pension Plans
Corporations
Taft-Hartley Plans
Foundations & Endowments
Healthcare Organizations
Financial & Insurance Institutions
Family Offices
Financial Advisors
High-net-worth individuals

Our clients include . .

Public Pension Plans
Corporations
Taft-Hartley Plans
Foundations & Endowments
Healthcare Organizations
Financial & Insurance Institutions
Family Offices
Financial Advisors
High-net-worth individuals
TWIN Capital Management
3244 Washington Road
Suite 202
McMurray, PA 15317
Phone
724.942.2000
Fax
724.942.2002
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