Nick Filippo
Tower Bridge Advisors

Ms. Ogg is a founding principal of Tower Bridge Advisors and oversees the daily activities of the firm. Her primary role is that of analyst and portfolio manager. She is a member of the firm’s Investment Committee. Professional Background and Education Prior to joining Tower Bridge, Ms. Ogg was a founder, president and Chief Investment Officer of Radnor Capital Management. She served as Director of Research for the investment firm, Boenning & Scattergood, and she held the same position a ...more

Ms. Ogg is a founding principal of Tower Bridge Advisors and oversees the daily activities of the firm. Her primary role is that of analyst and portfolio manager. She is a member of the firm’s Investment Committee. Professional Background and Education Prior to joining Tower Bridge, Ms. Ogg was a founder, president and Chief Investment Officer of Radnor Capital Management. She served as Director of Research for the investment firm, Boenning & Scattergood, and she held the same position at W.H. Newbolds from 1986 to 1989. Ms. Ogg is a past President of the Financial Analysts of Philadelphia and served as the Eastern Region Representative for The CFA Society. Ms. Ogg received her B.S. in Finance and M.B.A. from Ohio State University. Other Interests Maris and her husband, Bob, reside in Flourtown, PA. They have two children and two grandchildren. Maris serves on the Board of the Presbyterian Children’s Village, the Owl Advisory Board, the Carson Valley Children’s Aid Advisory Board and the Philadelphia Chapter of the American Rhododendron Society. In her spare time, Maris enjoys gardening, travel, music and reading.

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Mr. Reed joined Tower Bridge Advisors in 2004. His primary role is that of research analyst and portfolio manager. He is also a member of the firm’s Research and Investment Committees. Professional Background and Education Before joining Tower Bridge, Mr. Reed spent five years as a member of the research and portfolio management team at Kalmar Investments, a small capitalization growth stock manager in Wilmington, DE, with over $1 billion under management. Ray spent the previous 19 ye ...more

Mr. Reed joined Tower Bridge Advisors in 2004. His primary role is that of research analyst and portfolio manager. He is also a member of the firm’s Research and Investment Committees. Professional Background and Education Before joining Tower Bridge, Mr. Reed spent five years as a member of the research and portfolio management team at Kalmar Investments, a small capitalization growth stock manager in Wilmington, DE, with over $1 billion under management. Ray spent the previous 19 years as an institutional research analyst, most recently with Legg Mason Wood Walker and Janney Montgomery Scott. He was recognized in the Wall Street Journal’s All Star Analyst Survey in 1993 and 1995. Ray is a member of the CFA Society of Philadelphia. Mr. Reed received his B.A. from the University of Pennsylvania and M.B.A. in finance from New York University. Other Interests Ray and his wife, Margie, an attorney, live in Bryn Mawr, PA. They have one daughter. Ray is the Chief Financial Officer and a member of the Executive Committee of Beth David Reform Congregation in Gladwyne, PA, and sits on the Finance Committee.

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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 ...more

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.

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Mr. Lisle is a principal of Tower Bridge Advisors. John is a member of the Investment Committee and serves as a portfolio manager. Professional Background and Education Mr. Lisle, who joined TBA in December of 2007, comes with over 30 years of experience in the investment industry. Prior to TBA, he headed the Personal Trust Investment group at Philadelphia National Bank, was a Senior Vice President of the Pennsylvania Trust Company and a Managing Director of 1838 Investment Advisors. ...more

Mr. Lisle is a principal of Tower Bridge Advisors. John is a member of the Investment Committee and serves as a portfolio manager. Professional Background and Education Mr. Lisle, who joined TBA in December of 2007, comes with over 30 years of experience in the investment industry. Prior to TBA, he headed the Personal Trust Investment group at Philadelphia National Bank, was a Senior Vice President of the Pennsylvania Trust Company and a Managing Director of 1838 Investment Advisors. Most recently, Mr. Lisle served as a Managing Partner with Stratton Management. He is a member of the Financial Analysts Society of Philadelphia. Mr. Lisle received his B.A. from the University of Pennsylvania and his M.A. from Columbia University. Other Interests John and his wife, Elaine, an artist, live in Bryn Mawr, PA. They have three children, one studying Engineering, another working in Boulder, and the third working in New York City. John has served as a Director of the Church Foundation, the Hoxie Harrison Smith Foundation, Paoli 1 Inc., and the Church of the Redeemer where he chaired the Outreach Mission Group. He is a member of the Investment Committee of the Fleischer Art Museum.

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Mr. Meyer is a founding principal of Tower Bridge Advisors. Jim is the Chairman of the Investment Committee and oversees the security selection process for client portfolios. He also serves as a portfolio manager. 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 In ...more

Mr. Meyer is a founding principal of Tower Bridge Advisors. Jim is the Chairman of the Investment Committee and oversees the security selection process for client portfolios. He also serves as a portfolio manager. 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.

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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 serv ...more

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.

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Mr. Vogt is a senior portfolio manager and is a member of the firms Research and Investment Committees. Before joining Tower Bridge, Mr. Vogt spent seventeen years in client service, sales and portfolio management with Valley Forge Asset Management Corp. He served as the Co-Chief Investment Officer of their Large Cap Core Opportunistic equity product and was the head of their Research Committee. Prior to that, he was the Director of Institutional Sales. Before Joining VFAM, Jim spent two ...more

Mr. Vogt is a senior portfolio manager and is a member of the firms Research and Investment Committees. Before joining Tower Bridge, Mr. Vogt spent seventeen years in client service, sales and portfolio management with Valley Forge Asset Management Corp. He served as the Co-Chief Investment Officer of their Large Cap Core Opportunistic equity product and was the head of their Research Committee. Prior to that, he was the Director of Institutional Sales. Before Joining VFAM, Jim spent two years as a research analyst with Merrill Lynch. Mr. Vogt received a BA in finance from Rutgers University and his MBA from Villanova University. He has passed level 1 of the CFA exam.

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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 firms Equity Investment Committee. Mr. Imgrund received a BA degree in Finance from Cedarville University in 2007. He has passed ...more

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 firms 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.

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Chris is a portfolio manager and sits on the firm's investment committee. 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. Bef ...more

Chris is a portfolio manager and sits on the firm's investment committee. 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.

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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 Sterlings investment committees including the Macro, Fixed Incom ...more

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 Sterlings 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.

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