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Michael Adams

Senior Portfolio Manager at Tower Bridge Advisors

Conshohocken, PA , United States

About

Michael J. Adams serves as Senior Portfolio Manager at Tower Bridge Advisors in Conshohocken, PA, overseeing the management of custom equity and balanced portfolios for individual and institutional clients. Leveraging more than 36 years of experience in investment advisory and asset management, he is responsible for developing and executing investment strategies tailored to each client’s financial goals and risk tolerance, with a primary focus on large-cap equities and balanced portfolios consisting of both stocks and bonds.

Adams’s sector expertise encompasses research and direct portfolio management in U.S. large-cap stocks—with a value orientation—as well as diversified fixed income investments, reflecting the firm’s specialization in these asset classes. Prior to joining Tower Bridge Advisors in 2020, Adams spent over two decades as Senior Vice President and Portfolio Manager at Sterling Advisors (formerly Stratton Management), and has held additional roles as portfolio manager at CoreStates Investment Advisors, head of trust investments at Bucks County Bank, and employee benefit plans specialist at Mellon Bank.

He obtained both his B.S. in Finance and MBA from LaSalle University, underlining his robust academic and professional foundation in finance. Over his extensive career, Adams has contributed to industry best practices through personalized portfolio design and multi-generational wealth management, and has served the community through board and volunteer work. His reputation is built on comprehensive trust and investment management, with a commitment to client-focused, research-driven portfolio solutions in the large-cap equity and fixed income sectors.

Career History

OrganizationRoleDate RangeDetails
Tower Bridge AdvisorsSenior Portfolio ManagerOct 2020 to Present
Sterling Advisors - A Division of BB&T Securities (formerly Stratton Management Senior Vice President and Portfolio ManagerApr 1998 to Oct 2020
Senior HelpersChairman and Owner - Senior Helpers of Elkins Park and Huntingdon ValleyJan 2011 to Dec 2019
CoreStates Investment AdvisorsVice PresidentJan 1995 to Jan 1998
Bucks County BankVPJan 1988 to Jan 1998
Mellon BankTrust Investment OfficerJan 1974 to Jan 1988

Education

jobs in Business Administration

MBA/BS, Finance

1975 1988

Father Judge High School

1971 1974

Skills & Expertise

Seniors
Process Improvement
Team Building
Healthcare
Marketing
Small Business
New Business Development
Leadership
Compassion
Management
Budgets
Strategic Planning
Selling
Investments
Insurance
Asset Management
Sales
Customer Service
Sales Management
Portfolio Management
Finance
Microsoft Office
Financial Analysis
Risk Management
Commercial Lending
Loans
Underwriting
Salesforce.com
Attention to Detail
Team Leadership
Financial Risk
Sales Excellence
Problem Solving
Client Prospecting
Single Family Residences
Analysis
Commercial Banking
Credit Risk
Credit Analysis
Commercial Real Estate
Microsoft Office Suite
Autoquotes
QuickBooks
AutoCAD
Regulatory Compliance
Construction Loans
Syndications
Sales Prospecting

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
Jim Meyer
Jim Meyer
Chief Investment OfficerConshohocken, PA , United States
J
John Lisle
PrincipalConshohocken, 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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