Philadelphia Wealth & Asset Management | Tower Bridge Advisors serving PA, NJ, DE, MD, DC | Greater Philadelphia Wealth and Asset Management
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Click below to view individual’s biography
  Maris A. Ogg, CFA - President
pennsylvania asset management 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
  Nicholas R. Filippo - VP, Sales & Marketing
  Jeffrey Kachel - CFO, Principal & CTO
  James T. Vogt - Senior Portfolio Manager
  Chad M. Imgrund - Sr. Research Analyst
James Meyer
James M. Meyer, CFA
Principal & Chief Investment Officer

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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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