Chief Financial Officer/chief Compliance Officer · Twin Capital Management Inc
James D. Drake
CRD 4348258 · Named on Form ADV at one SEC-registered adviser
At a glance
Twin Capital Management Inc, an SEC-registered asset manager based in McMurray, PA with $838 million in regulatory assets, lists James D. Drake on its Form ADV as Chief Financial Officer/chief Compliance Officer.
Firms and roles
- Twin Capital Management IncChief Financial Officer/chief Compliance OfficerAsset manager · McMurray, PA · $838M in regulatory assets
AtlasMembers
James’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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Colleagues named on the same filings
- Geoffrey GerberPresident/cio, Twin Capital Management Inc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.