Our investment process starts with a clear understanding of each client's unique financial situation, and takes into account their tax status and tolerance for risk. Only by understanding these factors can we develop an appropriate investment solution.
Our rigorous investment process results in a customized asset allocation for each client. Each client's portfolio is constructed of 35-40 stocks which represent the best ideas of our investment team, and an appropriate allocation to bonds to achieve the client's requirement for income and stability.
Tower Bridge Advisors manages over $1.8 Billion for individuals and families. We have one focus, and that is to customize portfolios for the benefit of our clients. We have an experienced team that brings great perspective and expertise to every relationship. And we are committed to the highest level of customer service. We are available to meet clients in person or by phone and we are willing to meet as frequently as our clients desire. We also provide a brief market commentary 3 days per week to keep clients up to date on our latest thinking. In addition we offer bi-monthly webinars to provide additional insights into the markets and our thought process. We also use a sophisticated financial planning tool to help model "what if" scenarios to help us design the best plan for our clients.
Our interests are aligned with yours. We want to help you achieve your goals, and we want you to know that we are looking out for your best interests at all times.
Our Team
Mr. Whalen's primary responsibility is the management of balanced portfolios. He has over 30 years of bond portfolio
management experience, performs fixed-income research and analysis, and is a member of the firm's Investment
Committee.
Professional Background and Education:
Prior to joining Tower Bridge Advisors in 2006, Mr. Whalen was associated with The Swarthmore Group for six years and
was the portfolio manager for the firm's Balanced Product. For the previous fourteen years, Bob was Senior Vice-
President and the fixed-income portfolio manager for Cypress Capital Management. Prior to that, he was a Portfolio
Manager with the Vanguard Group of Investment Companies, where he was responsible for the management of the Vanguard Municipal Bond Fund.
Mr. Whalen received his B.A. from Villanova University and also holds an M.B.A. from Southern Illinois University. Bob
is a U.S. Air Force veteran, and served a full tour of duty in Vietnam.
Other Interests:
Bob and his wife, Mary Anne, have two sons and live in Bryn Mawr, PA. In his free time, Bob enjoys travel, bicycling, the theater, and is an avid tennis player.
Mr. Meyer is a founding principal of Tower Bridge Advisors. Jim is the Chief Executive Officer and oversees the strategic direction for the business.
Professional Background and Education:
Prior to joining Tower Bridge, Mr. Meyer was a Senior Vice-President and Director of Janney Montgomery Scott LLC where
he was employed from 1973 until August 2001. In addition to his responsibilities as Head of Research he chaired the
Investment Policy Committee. Mr. Meyer is a past President and Director of the Financial Analysts of Philadelphia. He
has served as a member of AIMR's Financial Accounting Policy Committee and on various task forces of the Financial
Accounting Standards Board.
Mr. Meyer received his B.S. degree from the Wharton School of the University of Pennsylvania and his M.B.A. from New
York University.
Other Interests
Jim and his wife, Susan, reside in Rydal, PA. Besides enjoying their four children and six grandchildren, they are avid travelers, golfers and art lovers. He is a Trustee of the Jewish Federation of Greater Philadelphia. Jim is a past President of the Golden Slipper Club and Charities, Vice President of the Abramson Center for Jewish Life, where he also chairs the Investment Committee, and Board Member of the Philadelphia Theatre Company.
Mr. Filippo is a Vice President of Tower Bridge Advisors with responsibility for the firm's sales and marketing activities.
Professional Background and Education:
Mr. Filippo has over 20 years of experience in the financial services business. Prior to joining Tower Bridge Advisors,
he was President of Cipperman Compliance Services, an outsource provider to asset management firms. Prior to that, he was Vice President of Sales and Client Service for Verdis Investment Management, which served high net worth clients
as well as institutional investors. Prior to joining Verdis, Mr. Filippo was a Principal at The Preferred Client Group, an advisory firm serving individual investors. Mr. Filippo spent 9 years before that at SEI Investments in a number of sales and sales management positions. He started in the financial services business as a financial advisor at PaineWebber, working with individual investors. Mr. Filippo received his undergraduate degree from the University of Chicago and his MBA from Northwestern University.
Other Interests:
Nick and his wife Barb live in Villanova with their two daughters. He is a former board member of Philabundance, a not for profit food rescue organization, and the American Screenwriter's Association. He is an avid golfer and also enjoys film, music, travel and art.
Chad is a research analyst supporting the portfolio management team. Prior to joining Tower Bridge Advisors, Mr. Imgrund spent nine years at Sterling Advisors and Valley Forge Asset Management, one of its predecessor firms. Most recently,
he served as Vice President & Portfolio Manager, supervising the trading department and covering the Energy sector for the firm's Equity Investment Committee.
Mr. Imgrund received a BA degree in Finance from Cedarville University in 2007. He has passed the Level II exam in the CFA program.
Chris is a portfolio manager and is the Co- Chief Investment Officer. Mr. Gildea has over 20 years of experience in the
investment advisory business. Prior to joining Tower Bridge Advisors, he was portfolio manager of Portsmith Capital Fund, a long/short equity strategy and published independent research for hedge fund managers. In addition, he was a principal and portfolio manager at Merit Investment Management, an advisory firm that served insurance and family office investors. Before joining Merit, Mr. Gildea was an analyst with Gardner Lewis Asset Management, an institutional asset manager.
Mr. Gildea received his B.S. in Economics from Boston College, his J.D. from Suffolk University Law School, and his M.B.A. from Purdue University.
Dan is a portfolio manager and sits on the firm's investment committee. Mr. Rodan has a diverse background with experience in operations, portfolio management and client service in the investment advisory business. Prior to joining Tower Bridge, Mr. Rodan spent 14 years with Sterling Advisors and Valley Forge Asset Management, a predecessor firm.
Most recently Mr. Rodan was a Vice President and Portfolio Manager serving on Sterling's investment committees including the Macro, Fixed Income, Core Equity and Value Equity committees where he specialized in health care.
Mr. Rodan received a BA in finance from Virginia Tech.
Mr. Crooks has over 25 years of experience in the investment advisory and asset management business. Prior to joining Tower Bridge Advisors, he was a Financial Advisor at Merrill Lynch. In addition, he was a portfolio manager for ten years at AlphaOne Capital Partners, LLC., an investment management firm serving institutions and high net worth investors. Before joining AlphaOne, Mr. Crooks was a portfolio manager with Oppenheimer Funds., an institutional asset manager in New York and Boston. Mr. Crooks also spent 7 years at Janney Montgomery Scott, and spent two year at Commerce Bank (now TD Bank) helping them build a capital markets division. He was recognized in the Wall Street Journal's All Star Analyst Survey in 1997, 1998, 1999, and 2000.
Mr. Crooks received his B.S. in Chemical Engineering from Drexel University, and his M.B.A. from Villanova University. Mr. Crooks is a Chartered Financial Analyst® and a Certified Financial Professional®.
Mr. Adams has over 36 years of experience in the investment advisory and asset management business. Before joining Tower Bridge Advisors, he was a Senior Vice President, Portfolio Manager at Sterling Advisors, a wholly-owned subsidiary of BB&T Securities and its predecessor company, Stratton Management Company. Prior to that, he was a portfolio manager at CoreStates Investments Advisors, head of trust investments at Bucks County (PA) Bank and worked with employee benefit plans at Mellon Bank, formerly Girard Bank in Philadelphia. All told, Mr. Adams has worked with Trusts and Investments for over 46 years.
Mr. Adams received his B.S. in Finance and his MBA from LaSalle University.
2001
10-19 Employees
Abington, Ambler, Ardmore, Aston, Audubon, Bala Cynwyd, Barrington, Bellmawr, Bensalem, Berwyn, Beverly, Birchrunville, Blackwood, Blue Bell, Bridgeport, Bristol, Brookhaven, Broomall, Bryn Athyn, Bryn Mawr, Burlington, Camden, Chadds Ford, Chalfont, Cheltenham, Cherry Hill, Chester, Chester Springs, Cheyney, Clarksboro, Claymont, Clementon, Clifton Heights, Collegeville, Collingswood, Colmar, Croydon, Crum Lynne, Darby, Devon, Downingtown, Doylestown, Drexel Hill, Dublin, Elkins Park, Essington, Exton, Fairless Hills, Feasterville Trevose, Flourtown, Folcroft, Folsom, Fort Washington, Fountainville, Frederick, Furlong, Gibbsboro, Gibbstown, Gilbertsville, Glen Mills, Glendora, Glenmoore, Glenolden, Glenside, Gloucester City, Green Lane, Grenloch, Gwynedd, Gwynedd Valley, Haddon Heights, Haddonfield, Hainesport, Harleysville, Hatboro, Hatfield, Haverford, Hilltown, Holmes, Horsham, Huntingdon Valley, Immaculata, Jamison, Jenkintown, King Of Prussia, Langhorne, Lansdale, Lansdowne, Lawnside, Levittown, Line Lexington, Magnolia, Malvern, Mantua, Maple Shade, Marcus Hook, Media, Merchantville, Merion Station, Mickleton, Mont Clare, Montgomeryville, Moorestown, Morton, Mount Ephraim, Mount Laurel, Mount Royal, Narberth, National Park, New Berlinville, New Hope, Newtown, Newtown Square, Norristown, North Wales, Norwood, Oaklyn, Oreland, Palmyra, Paoli, Parker Ford, Paulsboro, Pedricktown, Pennsauken, Pennsburg, Perkasie, Perkiomenville, Philadelphia, Phoenixville, Pitman, Pottstown, Prospect Park, Rancocas, Red Hill, Richboro, Ridley Park, Riverside, Riverton, Rockland, Royersford, Runnemede, Sassamansville, Schwenksville, Sellersville, Sewell, Sharon Hill, Silverdale, Skippack, Somerdale, Souderton, Southampton, Spring City, Spring Mount, Springfield, Stratford, Swarthmore, Swedesboro, Telford, Thorndale, Thornton, Thorofare, Trumbauersville, Upper Darby, Villanova, Voorhees, Wallingford, Warminster, Warrington, Wayne, Wenonah, West Chester, Westville, Willingboro, Willow Grove, Wilmington, Woodbury, Woodbury Heights, Woodlyn, Wycombe, Wyncote, Wynnewood, Zieglerville, Gladwyne
Our team of 8 investment professionals have, on average, over 25 years experience analyzing investment opportunities and building customized portfolios based on client needs.
Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs
Financial Planning for Individuals, Education Funding and Planning, Financial Advice & Consulting, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management
Bonds, Stocks, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Your Office, Email, Video Conference, Our Offices, Your Home, Our Office, Phone
Fee-Only
$1,000,000
570
$1,800,000,000
Yes
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