About Us
What Really Matters
RESEARCH, RESEARCH, RESEARCH
Twinbridge Financial places an emphasis on financial institutions that have a highly qualified
research team to support the portfolio decisions of the investment committee.
EDUCATION IS KEY
Portfolio review meetings are structured to build on your knowledge of investments, portfolio rebalancing and economic changes affecting your account. As part of on-going education, you are invited to interesting and educational seminars by thought leaders within the financial community.
UNPARALLED PERSONAL ATTENTION
Twinbridge offers financial consulting services to high net worth clients in the greater Philadelphia area. It is registered with the Common Wealth of Pennsylvania and continues to pride itself on unparalleled personal attention to each client. Twinbridge welcomes clients in every stage of life.
Your decisions today effect your tomorrows.
It's the Personal Approach that Counts
Susan S. Werner, Principal
Susan built a strong reputation in the financial arena throughout her 23 year career. Prior to founding Twinbridge in 2000, she held the position of Vice President and Director or Marketing for The Haverford Trust Company. She served as Director of Endowment Services, Director of Corporate Giving and was responsible for all aspects of marketing. She served as Vice President of Radnor Research & Trading Co., focusing on marketing and new client development. Susan earned the Series 7 and 63 FINRA licenses. A graduate of St. Joseph's University, she is a life-long member of the Greater Philadelphia community and is committed to area non-profits, serving in leadership capacity on several boards. Volunteer activities include: Agnes Irwin School, Children's Hospital of Philadelphia, Community Coalition, Devereux, Montgomery School and St. David's Episcopal Church.
Wendy Cook, CFP®, Director of Marketing
Wendy joined Twinbridge in 2016 and benefits clients with her impressive 24 year career in the financial industry. She directs the marketing efforts including new client development, social media and web site management. Prior to joining Twinbridge, Wendy served as a Senior Investment Officer at The Haverford Trust Company followed by a 10 year career in the position of Institutional Sales and directing back office operations at Radnor Research & Trading Company. Wendy currently is a CFP® professional. A honor graduate from The University of Richmond, she is active in the non-profit community including St. David's Episcopal Church, Wayne, PA. She continues to serve as captain of the Merion Cricket Club field hockey team and serves as Director of Communications for the Devon PTO.