Jim Meyer

Chief Executive Officer at Tower Bridge Advisors, Inc.

Finance

Consumer Services

Commercial Services

Profile

Mr. James M.
Meyer, CFA MBA, is a Chief Executive Officer at Tower Bridge Advisors, Inc. He is a founding principal of Tower Bridge Advisors.
He is the Chairman of the Investment Committee and oversees the security selection process for client portfolios.
He is also serves as a Portfolio Manager.
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.
He 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.
He received his undergraduate degree from the University of Pennsylvania and an MBA from New York University.

Jim Meyer active positions

Companies	Position	Start
Tower Bridge Advisors, Inc. Tower Bridge Advisors, Inc. Investment ManagersFinance Tower Bridge Advisors, Inc. (TBA) is an independent, SEC-registered investment advisor headquartered in Conshohocken, Pennsylvania. The firm was founded by Maris Ogg and James Meyer in 2001. TBA provides exceptional wealth and asset management services to individuals, families and select institutions.	Chief Executive Officer	-

All active positions of Jim Meyer

Former positions of Jim Meyer

Companies	Position	End
Janney Montgomery Scott LLC Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors.	Director of Research - Equity	2001-07-30
CFA Society of Philadelphia	President	-
The Jewish Federation of Greater Philadelphia The Jewish Federation of Greater Philadelphia Miscellaneous Commercial ServicesCommercial Services The Jewish Federation of Greater Philadelphia operates as a religious and spiritual organization. The non-profit company is based in Philadelphia, PA.	Corporate Officer/Principal	-

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Training of Jim Meyer

University of Pennsylvania	Undergraduate Degree
New York University	Masters Business Admin

Experiences
Positions held

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Linked companies

Private companies	4
Tower Bridge Advisors, Inc. Tower Bridge Advisors, Inc. Investment ManagersFinance Tower Bridge Advisors, Inc. (TBA) is an independent, SEC-registered investment advisor headquartered in Conshohocken, Pennsylvania. The firm was founded by Maris Ogg and James Meyer in 2001. TBA provides exceptional wealth and asset management services to individuals, families and select institutions.	Finance
Janney Montgomery Scott LLC Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors.	Finance
The Jewish Federation of Greater Philadelphia The Jewish Federation of Greater Philadelphia Miscellaneous Commercial ServicesCommercial Services The Jewish Federation of Greater Philadelphia operates as a religious and spiritual organization. The non-profit company is based in Philadelphia, PA.	Commercial Services
CFA Society of Philadelphia

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