About
Chad Imgrund serves as Senior Research Analyst at Tower Bridge Advisors, where he is a member of the Research and Investment Committees. In this capacity, he supports portfolio management through in-depth equity research, portfolio analysis, and investment strategy development, with particular coverage of the energy sector.
Prior to joining Tower Bridge Advisors in 2016, Chad held the positions of Vice President and Portfolio Manager at Sterling Advisors and its predecessor, Valley Forge Asset Management, where he supervised the trading department and contributed to the Equity Investment Committee with a focus on energy sector analysis. Over his career, he has demonstrated expertise in managing equity portfolios and conducting sector-specific research, notably in energy and related industries.
Chad holds a Bachelor of Arts in Finance from Cedarville University and has completed Lancaster Christian School. He has passed Level II of the CFA Program, underscoring his strong analytical and financial acumen.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Tower Bridge Advisors | Senior Research Analyst | May 2016 to Present | — |
| Sterling Advisors | Vice President and Portfolio Manager | Mar 2016 to Apr 2016 | — |
| Valley Forge Asset Management | Vice President and Portfolio Manager | Mar 2013 to Mar 2016 | — |
| Valley Forge Asset Management | Assistant Vice President and Assistant Portfolio Manager | Sep 2010 to Mar 2013 | — |
| Valley Forge Asset Management | Portfolio Assistant | May 2007 to Sep 2010 | — |
Education
Cedarville University
Bachelor of Arts, Finance
2003 — 2007
Lancaster Christian School
1990 — 2003
Skills & Expertise
Others at Tower Bridge Advisors (9)
| Name | Role | Location |
|---|---|---|
 | Co-CIO and Senior Portfolio Manager | West Chester, PA , United States |
C Christine Freisleben | Trader | Conshohocken, PA , United States |
 | Senior Portfolio Manager | Philadelphia, PA , United States |
 | Chief Investment Officer | Conshohocken, PA , United States |
J John Lisle | Principal | Conshohocken, PA , United States |
M Michael Adams | Senior Portfolio Manager | Conshohocken, PA , United States |
R Radcliffe Cheston | Principal | Villanova, PA , United States |
R Robert Whalen | Portfolio manager | Bryn Mawr, PA , United States |
C Christopher Crooks | Chief Investment Officer | Philadelphia, PA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Analyst | Miller Investment Management, LP | New York, NY , United States |
S Scott Miller | Managing Partner | Miller Investment Management, LP | Conshohocken, PA , United States |
 | Private Equity, Mill Creek Capital | Mill Creek Capital Advisors, LLC | Philadelphia, PA , United States |
B Brian Maxwell | Principal | Mill Creek Capital Advisors, LLC | Pittsburgh, PA , United States |
G Gerard Mihalick | Partner and Portfolio Manager | Berkshire Asset Management Llc/pa | Scranton, PA , United States |
 | Partner | Berkshire Asset Management Llc/pa | Wilkes-Barre, PA , United States |
W William Henderson | Chief Investment Officer | Valley National Advisers Inc. | Wayne, PA , United States |
