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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
pennsylvania asset management 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
 
Robert Whalen
Robert T. Whalen
Principal

rwhalen@towerbridgeadvisors.com
610.260.2224

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.

Other Interests
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.

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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