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Jeffrey Kachel
Chief Financial Officer - Chief Operations Officer And Chief Technology Officer, Principal at Tower Bridge Advisors
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Work Experience
Chief Financial Officer - Chief Operations Officer And Chief Technology Officer, Principal
Mar 2004 - Present · 20 years and 9 months
Manager Of Operations
1995 - 2004 · 9 years
Investment Accountant
1992 - 1995 · 3 years
Company Details
11-50 Employees
Tower Bridge Advisors provides investment management services to high net worth individuals, families and select institutions. We manage equity-only and balanced portfolios. Our equity style is large cap growth with a value tilt. We create custom portfolios of individual securities based on the needs of each individual client. Our 9 portfolio managers and research analysts perform rigorous research on individual companies to determine which stocks we purchase for our clients' portfolios. We are committed to providing outstanding client service. We assign two portfolio managers to each relationship, and communicate with clients as frequently as they desire, whether by phone, email or in-person. We make an ongoing effort to stay abreast not only of market conditions, but also any changes in the clients' financial situation, then make changes to the portfolio as circumstances dictate. We also provide a concise market commentary three times a week. If you would like to receive our commentary, please visit our website and make a request to be added to our distribution list. Please let us know if we can help you with your investment needs. Tower Bridge Advisors- Independent, Experienced, Client Focused.
Year Founded
2001
Social Media
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Industry
Investment Management
HQ Location
300 Barr Harbor Dr Suite 705 West Conshohocken, Pennsylvania 19428, US
Keywords
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