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  Maris A. Ogg, CFA - President
  James M. Meyer, CFA - Principal & CIO
 
  John S. Lloyd, CFA - Principal
  Paul M. Mecray, III - Managing Director
 
  Raymond F. Reed, CFA - Principal
  Robert T. Whalen - Principal
 
  Radcliffe Cheston - Principal
  John Lisle, Jr. - Principal
 
pennsylvania asset management Nicholas R. Filippo - VP, Sales & Marketing
  Jeffrey Kachel - CFO, Principal & CTO
 
  James T. Vogt - Senior Portfolio Manager
 
  Chad M. Imgrund - Sr. Research Analyst
 
Nicholas Filippo
Nicholas R. Filippo
VP, Sales & Marketing

nfilippo@towerbridgeadvisors.com
610.260.2222

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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101 West Elm Street, Suite 355, Conshohocken, PA 19428 • Phone: 610.260.2200 Toll Free: 866.959.2200

Philadelphia Wealth & Asset Management | Tower Bridge Advisors is a national firm—states we serve include PA, NJ, DE, MD, DC | Greater Philadelphia Wealth and Asset Management