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 Vanguard Municipal Bond Fund.
Mr. Whalen received his B.A. from Villanova University and also holds an M.B.A. from Southern Illinois University. Bob is a U.S. Air Force veteran, and served a full tour of duty in Vietnam.
Bob and his wife, Mary Anne, have two sons and live in Bryn Mawr, PA. In his free time, Bob enjoys travel, bicycling, the theater, and is an avid tennis player.