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 Carl

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.