Conshohocken PA (November 30, 2016)- Tower Bridge Advisors is pleased to announce that Chief Investment Officer Jim Meyer and portfolio managers Ray Reed and Bob Whalen have been named Five Star Wealth Managers by Five Star Professional and will be recognized in the December 2016 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 speaking on behalf of the team. “We are proud to have been recognized for our service and professionalism, and look forward to continuing to use our knowledge, experience and expertise to help our clients reach their financial goals.”
Jim Meyer is a founding principal of Tower Bridge Advisors. He is the Chief Investment Officer, overseeing the security selection process for client portfolios and also serves as a portfolio manager. Ray Reed joined Tower Bridge Advisors in 2004. His primary role is that of portfolio manager and research analyst. He is also a member of the firm’s Research and Investment Committees. Bob Whalen joined the firm in 2006, with primary responsibility for the management of balanced portfolios. He has over 30 years of portfolio management experience, performs fixed-income research and analysis, and is a member of the firm’s Investment Committee.
About Tower Bridge Advisors
Founded in 2001, Tower Bridge Advisors manages $1.2 Billion 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 10 portfolio managers and analysts has, on average, over 25 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, email@example.com