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Philadelphia Wealth & Asset Management Firm

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    • Maris A. Ogg, CFA® – President
    • James M. Meyer, CFA® – Principal & CIO
    • Robert T. Whalen – Principal
    • Nicholas R. Filippo – VP, Sales & Marketing
    • Jeffrey Kachel – CFO, Principal & CTO
    • Chad M. Imgrund – Sr. Research Analyst
    • Christopher E. Gildea – Sr. Portfolio Mgr.
    • Daniel P. Rodan – Sr. Portfolio Mgr.
    • Christopher M. Crooks, CFA®, CFP® – Senior Portfolio Manager
    • Michael J. Adams – Senior Portfolio Manager
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  • Why TBA?
    • Why Tower Bridge Advisors?
    • FAQs
  • Services
    • Individuals & Families
    • Financial Advisors
    • Institutions & Consultants
    • Medical & Dental Professionals
  • People
    • Maris A. Ogg, CFA®
    • James M. Meyer, CFA – Principal & CIO
    • Raymond F. Reed, CFA – Principal
    • Robert T. Whalen – Principal
    • Nicholas R. Filippo – VP, Sales & Marketing
    • Jeffrey Kachel – CFO, Principal & CTO
    • Chad M. Imgrund – Sr. Research Analyst
    • Christopher E. Gildea – Sr. Portfolio Mgr.
    • Daniel P. Rodan – Sr. Portfolio Mgr.
  • Wealth Management
  • Our Process
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    • Process: Equities
    • Process – Fixed Income
  • Client Service
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    • Economic Updates
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    • Become a TBA Advisor
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People

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Meet Our Team of Wealth Advisors

registered investment advisor
Maris A. Ogg, CFA®
President
best wealth management firms
James M. Meyer, CFA®
Principal & CIO
wealth management
Robert T. Whalen
Principal
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Nicholas R. Filippo
VP, Sales & Marketing
wealth management firms
Jeffrey Kachel
CFO, Principal & CTO
wealth management
Chad M. Imgrund
Sr. Research Analyst
registered investment advisor
Christopher E. Gildea
Senior Portfolio Manager
private wealth management
Daniel P. Rodan
Senior Portfolio Manager
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Paul M. Mecray, III
Managing Director
Christopher M. Crooks, CFA®, CFP®
Christopher M. Crooks, CFA®, CFP®
Senior Portfolio Manager
Michael J. Adams, Senior Portfolio Manager
Michael J. Adams
Senior Portfolio Manager

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Tower Bridge Advisors, a Philadelphia Wealth and Asset Management firm, is registered with the SEC as a Registered Investment Advisor.

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Contact

Copyright © 2023 Tower Bridge Advisors

Philadelphia Wealth & Asset Management, Registered Investment Advisors

300 Barr Harbor Drive
Suite 705
West Conshohocken, PA 19428

Phone: 610.260.2200
Toll Free: 866.959.2200

  • Why Tower Bridge Advisors?
  • Investment Services
  • Our Team
  • Wealth Management
  • Investment Process
  • Client Service
  • News
  • Market Commentary
  • Economic Update Videos
  • Contact