Tower Bridge Advisors
Tower Bridge Advisors provides investment management services to high net worth individuals, families and select institutions. We manage equity-only and balanced portfolios. Our equity style is large cap growth with a value tilt. We create custom portfolios of individual securities based on the needs of each individual client. Our 8 portfolio managers and research analysts perform rigorous research on individual companies to determine which stocks we purchase for our clients' portfolios. We are committed to providing outstanding client service. We assign two portfolio managers to each relationship, and communicate with clients as frequently as they desire, whether by phone, email or in-person. We make an ongoing effort to stay abreast not only of market conditions, but also any changes in the clients' financial situation, then make changes to the portfolio as circumstances dictate. We also provide a concise market commentary twice a week. If you would like to receive our commentary, please visit our website and make a request to be added to our distribution list. Please let us know if we can help you with your investment needs. Tower Bridge Advisors- Independent, Experienced, Client Focused.
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Verified contacts
16
available on Kipplo
LinkedIn employees
28
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
1
tools in use
Monthly traffic
64
organic / mo
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Decision-makers and verified team members
16 contacts with verified email or phone · masked until revealed.
- MJ
Michael J. Adams
Senior Portfolio Manager · Finance & Accounting
EmailPhone - SG
Shawn Gallagher
Senior Portfolio Manager · Finance & Accounting
EmailPhone - CG
Chris Gildea
Co-cio & Senior Portfolio Manager · Other
EmailPhone - JM
Jean McDevitt
Senior Portfolio Administrator · Operations
EmailPhone - RW
Robert Whalen
Portfolio Manager · Finance & Accounting
EmailPhone - CI
Chad Imgrund
Senior Research Analyst · Finance & Accounting
EmailPhone - VP
Valerie Paul
Sr Portfolio Administrator · Finance & Accounting
EmailPhone - JK
Jeffrey Kachel
CFO - COO & Chief Technology Officer, Principal · Other
EmailPhone - NF
Nick Filippo
VP Sales and Marketing · Other
EmailPhone
Showing 9 of 16 verified contacts
Top roles at Tower Bridge Advisors
12 distinct titles indexed · top 10 shown.
- 3senior portfolio administrator
- 2senior portfolio manager
- 1building tech
- 1cfo - coo & chief technology officer, principal
- 1co-chief investment officer
- 1co-cio & senior portfolio manager
- 1portfolio manager
- 1senior research analyst
- 1sr portfolio administrator
- 1trader
- +2more titles
Sign up to unlock all 16 contacts at Tower Bridge Advisors
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