Jim Meyer
Algemeen Directeur bij Tower Bridge Advisors, Inc.
Profiel
Mr. James M.
Meyer, CFA MBA, is a Chief Executive Officer at Tower Bridge Advisors, Inc. He is a founding principal of Tower Bridge Advisors.
He is the Chairman of the Investment Committee and oversees the security selection process for client portfolios.
He is also serves as a Portfolio Manager.
Prior to joining Tower Bridge, Mr. Meyer was a Senior Vice-President and Director of Janney Montgomery Scott LLC where he was employed from 1973 until August 2001.
In addition to his responsibilities as Head of Research he chaired the Investment Policy Committee.
He is a past President and Director of the Financial Analysts of Philadelphia.
He has served as a member of AIMR’s Financial Accounting Policy Committee and on various task forces of the Financial Accounting Standards Board.
He received his undergraduate degree from the University of Pennsylvania and an MBA from New York University.
Actieve functies van Jim Meyer
| Bedrijven | Functie | Begin |
|---|---|---|
Tower Bridge Advisors, Inc.
 Tower Bridge Advisors, Inc. Investment ManagersFinance Tower Bridge Advisors, Inc. (TBA) is an independent, SEC-registered investment advisor headquartered in Conshohocken, Pennsylvania. The firm was founded by Maris Ogg and James Meyer in 2001. TBA provides exceptional wealth and asset management services to individuals, families and select institutions. | Algemeen Directeur | - |
Eerdere bekende functies van Jim Meyer
| Bedrijven | Functie | Einde |
|---|---|---|
Janney Montgomery Scott LLC
 Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Directeur van Onderzoek - Eigen Vermogen | 31-07-2001 |
| CFA Society of Philadelphia | President | - |
The Jewish Federation of Greater Philadelphia
 The Jewish Federation of Greater Philadelphia Miscellaneous Commercial ServicesCommercial Services The Jewish Federation of Greater Philadelphia operates as a religious and spiritual organization. The non-profit company is based in Philadelphia, PA. | Corporate Officer/Principal | - |
Opleiding van Jim Meyer
| University of Pennsylvania | Undergraduate Degree |
| New York University | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Tower Bridge Advisors, Inc.
Tower Bridge Advisors, Inc. Investment ManagersFinance Tower Bridge Advisors, Inc. (TBA) is an independent, SEC-registered investment advisor headquartered in Conshohocken, Pennsylvania. The firm was founded by Maris Ogg and James Meyer in 2001. TBA provides exceptional wealth and asset management services to individuals, families and select institutions. | Finance |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Finance |
The Jewish Federation of Greater Philadelphia
The Jewish Federation of Greater Philadelphia Miscellaneous Commercial ServicesCommercial Services The Jewish Federation of Greater Philadelphia operates as a religious and spiritual organization. The non-profit company is based in Philadelphia, PA. | Commercial Services |
| CFA Society of Philadelphia |
