Dan Rodan

Dan Rodan is a Senior Portfolio Manager at Tower Bridge Advisors in the Philadelphia area, where he leads portfolio management for individual and family clients and serves as a member of both the firm’s Research and Investment Committees. In this role, he is engaged in constructing and managing customized portfolios predominantly composed of equities and bonds, applying rigorous research and analysis to address clients’ specific financial objectives.

Rodan's expertise spans equity and fixed income investments, with a particular specialization in the health care sector, as evidenced by his previous role as Vice President and Portfolio Manager at Sterling Advisors and Valley Forge Asset Management. There, he served on Sterling’s Macro, Fixed Income, Core Equity, and Value Equity committees, contributing to research and portfolio strategy across multiple asset classes and sectors, with a distinct focus on health care investments.

He holds a Bachelor of Science in Finance from Virginia Tech and brings over two decades of experience in operations, portfolio management, and client service within the investment advisory industry. His contributions include developing tailored asset allocation strategies and actively participating in the investment process to deliver best-in-class, client-focused solutions.