Peggy Maskey
Senior Accountant at The James Irvine Foundation | Dublin, California, United States
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Peggy Maskey currently serves as a Senior Accountant at The James Irvine Foundation, where she leverages her extensive expertise in investment accounting and operations to support the organization’s philanthropic initiatives. In this role, Peggy is responsible for overseeing the accurate and timely reconciliation of complex financial transactions related to the Foundation’s diverse portfolio, which includes private equity, hedge funds, and other alternative investments. Her deep understanding of portfolio accounting ensures that all investment data—such as capital calls, distributions, fund valuations, and K-1s—are meticulously maintained within the Foundation’s research management system, facilitating smooth annual audits and compliance processes.
Peggy’s key projects often involve streamlining operational workflows, enhancing data integrity, and implementing best practices in fund administration. Her background in hedge fund experience and non-profit finance enables her to navigate the unique challenges of philanthropic investment management, including revenue recognition and client services for high-net-worth donors and institutional partners. Her proficiency with industry tools like Axys and her knowledge of LLC structures and series accounts further bolster her ability to deliver precise financial reporting and operational efficiency.
With over a decade of experience in investment operations, Peggy brings a comprehensive skill set that combines accounting, client service, and operational excellence. Her expertise in trading, reconciliation, and fund administration ensures that The James Irvine Foundation’s investments are managed with transparency and accountability, ultimately supporting the Foundation’s mission to create meaningful social impact through strategic financial stewardship.
Senior Accountant at The James Irvine Foundation in February 2021 to Present
Manager of Investments at Jewish Community Federation of San Francisco, the Peninsula, Marin and Sonoma Counties in October 2019 to November 2020
Senior Portfolio Accountant at Harvest Capital Strategies in February 2019 to June 2019
Senior Portfolio Accountant - Investments at The James Irvine Foundation in March 2018 to February 2019
Senior Portfolio Accountant at 3 Bridge Networks in September 2015 to June 2016
Operations Manager/Hedge Fund Accountant at Dunlap Equity Management, LLC in October 2002 to April 2013
Computer Operations Analyst at Wells Capital Management in November 2001 to June 2002
Portfolio Analyst at TranSierra Capital (Formerly Hutchinson Richardson Investment Management, LLC) in December 1998 to September 2000
Portfolio Administrator at McKee Investment Management in April 1998 to August 1998
Senior Accountant at Advent Software, Inc. in April 1994 to April 1998
Facility Services Accountant at SMG Services - Moscone Center in March 1993 to March 1994
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San Francisco State University, Bachelor of Science (BS)
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Accounting
Operations
Client Services
Trading
Equities
Compliance
Advent Software
Axys
Hedge Funds
LLC
High Net Worth Individuals
Separate Accounts
Revenue Recognition
Series 7
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Discover more about The James Irvine FoundationWhat is Peggy Maskey email address?
Email Peggy Maskey at [email protected] and [email protected]. This email is the most updated Peggy Maskey's email found in 2026.
How to contact Peggy Maskey?
To contact Peggy Maskey send an email to [email protected] or [email protected]. (updated on May 02, 2025)
What company does Peggy Maskey work for?
Peggy Maskey works for The James Irvine Foundation
What is Peggy Maskey's role at The James Irvine Foundation?
Peggy Maskey is Senior Accountant
What is Peggy Maskey's Phone Number?
Peggy Maskey's phone (213) ***-*586
What industry does Peggy Maskey work in?
Peggy Maskey works in the Financial Services industry.
Peggy Maskey Email Addresses
Peggy Maskey Phone Numbers
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