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Jim Meyer

Jim Meyer

Chief Investment Officer at Tower Bridge Advisors

Conshohocken, PA , United States

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

OrganizationRoleDate RangeDetails
Tower Bridge AdvisorsChief Investment OfficerAug 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 ScottDirector of ResearchFeb 1973 to Aug 2001
Was Director of Research (Equities) for over 25 years.
Janney Montgomery ScottDirector of ResearchFeb 1973 to Aug 2001

Education

NYU Stern School of Business

MBA, Finance

1970 1973

The Wharton School

B.S., Accounting

1964 1968

Skills & Expertise

Equities
Asset Management
Securities
Wealth Management
Capital Markets
Alternative Investments
Asset Allocation
Management
Financial Advisory
Investment Advisory
Investments
Mutual Funds
Portfolio Management
ETFs
Private Equity
Financial Analysis
Corporate Finance
Series 63
Investment Strategies
Separately Managed Accounts
Wealth Management Services
Bonds
Equity Research
Hedge Funds
Series 65
Series 7

Others at Tower Bridge Advisors (9)

NameRoleLocation
Chad Imgrund
Chad Imgrund
Senior Research AnalystPhoenixville, PA , United States
Chris Gildea
Chris Gildea
Co-CIO and Senior Portfolio ManagerWest Chester, PA , United States
C
Christine Freisleben
TraderConshohocken, PA , United States
Dan Rodan
Dan Rodan
Senior Portfolio ManagerPhiladelphia, PA , United States
J
John Lisle
PrincipalConshohocken, PA , United States
M
Michael Adams
Senior Portfolio ManagerConshohocken, PA , United States
R
Radcliffe Cheston
PrincipalVillanova, PA , United States
R
Robert Whalen
Portfolio managerBryn Mawr, PA , United States
C
Christopher Crooks
Chief Investment OfficerPhiladelphia, PA , United States

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