Conshohocken PA (November 14, 2012)- Tower Bridge Advisors is pleased to announce that Chief Investment Officer Jim Meyer has been named a Five Star Wealth Manager by Five Star Professional and will be recognized in the November 2012 issue of Philadelphia Magazine.
Five Star Professional is an organization which conducts research to determine top wealth managers who rate highest in quality service and overall satisfaction. Five Star Professional surveys clients and financial professionals within the tri-state region. Award candidates are evaluated against 10 objective criteria such as client retention rates, client assets administered and a favorable regulatory and complaint history. No more than 7 percent of the wealth managers in a market receive the Five Star Award.
“It is an honor to be chosen for this award,” said Meyer when notified of his selection. “I am proud to have been recognized for my service and professionalism, and I look forward to continuing to use my knowledge, experience and expertise to help our clients reach their financial goals.”
Jim Meyer is a founding principal of Tower Bridge Advisors. Jim is the Chief Investment Officer and oversees the security selection process for client portfolios. He also serves as a portfolio manager. Prior to founding Tower Bridge, Mr. Meyer was a Senior Vice President and Director of Janney Montgomery Scott LLC. Jim spent over 25 years at Janney where he was the Head of Research and chaired the Investment Policy Committee. Jim received his BS degree from the Wharton School of the University of Pennsylvania and his MBA from New York University.
About Tower Bridge Advisors
Founded in 2001, Tower Bridge Advisors manages $950 million in assets for high net worth individuals and select institutions. The firm takes a customized approach to client portfolios by understanding each client’s detailed financial situation, then building a portfolio to meet those specific needs. The team of 8 portfolio managers has, on average, over 30 years’ experience analyzing individual securities and building client portfolios. Tower Bridge is committed to an outstanding level of customer service, communicating with clients on a regular basis, and continually staying abreast of any changes in a client’s financial situation.
Contact: Nick Filippo, 610-260-2222, firstname.lastname@example.org