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Philadelphia Wealth & Asset Management Firm

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wealth management

James M. Meyer, CFA® – CEO

You are here: Home / People / James M. Meyer, CFA® – CEO

James M. Meyer, CFA®
CEO

jmeyer@towerbridgeadvisors.com
610.260.2220

Mr. Meyer is a founding principal and CEO 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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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?
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