About
Robert Whalen serves as a Principal and Portfolio Manager at Tower Bridge Advisors, based in Bryn Mawr, PA. His primary responsibility is the management of balanced portfolios, drawing on over 30 years of expertise in bond portfolio management, and he also performs in-depth fixed income research and analysis as a member of the firm's Investment Committee.
Whalen's investment focus is on fixed income securities, including municipal and corporate bonds, as well as multi-asset balanced portfolio construction. He has specific expertise in fixed income asset classes and employs strategic sector analysis to support client long-term investment objectives.
Prior to joining Tower Bridge Advisors in 2006, Whalen managed the Balanced Product at The Swarthmore Group and spent fourteen years as Senior Vice President and fixed income portfolio manager at Cypress Capital Management. He previously served as Portfolio Manager for the Vanguard Municipal Bond Fund at The Vanguard Group. Whalen earned his B.A. from Villanova University and an M.B.A. from Southern Illinois University. Notably, he is a U.S. Air Force veteran who served a full tour of duty in Vietnam.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Tower Bridge Advisors | Portfolio manager | Unknown to Present | — |
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 |
M Michael Adams | Senior Portfolio Manager | Conshohocken, PA , United States |
R Radcliffe Cheston | Principal | Villanova, PA , United States |
C Christopher Crooks | Chief Investment Officer | Philadelphia, PA , United States |
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