About
Jim Meyer is Chief Investment Officer and founding principal at Tower Bridge Advisors, located in Conshohocken, PA. He serves as Chairman of the Investment Committee, overseeing security selection and portfolio management for a diverse client base, and is recognized as the firm’s key investment strategist. Meyer’s expertise prominently spans individual equities and fixed-income securities, with research and market commentary focusing on banking, economic trends, and valuation. He routinely provides perspective on macroeconomic shifts such as Federal deficits, banking sector dynamics, and broader market valuation, tailoring portfolios to meet each client's specific needs.
Prior to establishing Tower Bridge Advisors in 2001, Meyer served for nearly three decades as Senior Vice-President and Director of Research at Janney Montgomery Scott, where he chaired the Investment Policy Committee and led firmwide research efforts. He has held leadership roles in the financial analyst community and contributed to accounting standards initiatives, including serving on the AIMR’s Financial Accounting Policy Committee and participating in Financial Accounting Standards Board task forces.
Meyer holds a B.S. in Accounting from The Wharton School of the University of Pennsylvania and an M.B.A. in Finance from NYU Stern School of Business. His depth in equity research, asset allocation, and policy analysis has established him as a respected authority, particularly in responding to complex market conditions across sectors such as financials and consumer-driven industries. His contributions extend to public investment education and service on investment committees for regional charitable organizations.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Tower Bridge Advisors | Chief Investment Officer | Aug 2001 to Present | Tower Bridge Advisors is a Registered Investment Advisor serving high net worth individuals and institutions. It has over $1 billion under management. |
| Janney Montgomery Scott | Director of Research | Feb 1973 to Aug 2001 | Was Director of Research (Equities) for over 25 years. |
| Janney Montgomery Scott | Director of Research | Feb 1973 to Aug 2001 | — |
Education
NYU Stern School of Business
MBA, Finance
1970 — 1973
The Wharton School
B.S., Accounting
1964 — 1968
Skills & Expertise
Others at Tower Bridge Advisors (9)
| Name | Role | Location |
|---|---|---|
| Senior Research Analyst | Phoenixville, PA , United States | |
| 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 | |
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 |
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|---|---|---|---|
| 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 |