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 Univers
...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 Phila
...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 Vangua
...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 Univers
...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 Phila
...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 Vangua
...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 Universit
...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 St
...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 Investme
...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.
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.
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 Pur
...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.
