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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Tower Bridge Advisors | Senior Portfolio Manager | Oct 2020 to Present | — |
| Sterling Advisors - A Division of BB&T Securities (formerly Stratton Management | Senior Vice President and Portfolio Manager | Apr 1998 to Oct 2020 | — |
| Senior Helpers | Chairman and Owner - Senior Helpers of Elkins Park and Huntingdon Valley | Jan 2011 to Dec 2019 | — |
| CoreStates Investment Advisors | Vice President | Jan 1995 to Jan 1998 | — |
| Bucks County Bank | VP | Jan 1988 to Jan 1998 | — |
| Mellon Bank | Trust Investment Officer | Jan 1974 to Jan 1988 | — |
Education
jobs in Business Administration
MBA/BS, Finance
1975 — 1988
Father Judge High School
1971 — 1974
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 | |
| Chief Investment Officer | Conshohocken, PA , United States | |
J John Lisle | Principal | 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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