Dan Rodan
Investment Committee Member at Tower Bridge Advisors, Inc.
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Jim Meyer | M | - |
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. | 23 years |
| Chris Crooks | M | - |
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. | 4 years |
| Bob Whalen | M | - |
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. | 18 years |
| Chris Gildea | M | - |
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. | 6 years |
| Chad Michael Imgrund | M | - |
Valley Forge Asset Management LLC
 Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management LLC is a registered investment advisor located in King of Prussia, Pennsylvania, Corp. The firm provides investment services to retirement funds, public funds, individuals, foundations, endowments and corporations. They are a subsidiary of Susquehanna Bancshares, Inc. (NASDAQ: SUSQ).
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. | 17 years |
| Michael Joseph Adams | M | - |
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.
BB&T Securities LLC
 BB&T Securities LLC Investment ManagersFinance BB&T Securities LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2013 as the result of a merger between Scott & Stringfellow LLC firm and Clearview Correspondent Services LLC. Effective upon the merger, Clearview changed its name to BB&T Securities LLC and began conducting business as BB&T Scott & Stringfellow and BB&T Capital Markets, both divisions of BB&T Securities LLC. They are a wholly-owned, non-bank subsidiary of Truist Financial Corp. (NYSE: TFC). BB&T Securities provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; Taft-Hartley plans, governmental plans, municipalities; not-for-profit entities; private equity firms (consulting only); and outside investment platform. | 8 years |
| John Lisle | M | - |
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. | 17 years |
| Shivon Dosky | M | - |
Virginia Polytechnic Institute & State University
| 21 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Maris Ann Ogg | F | - |
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. | 23 years |
| Jeffrey Scott McCallum | M | - |
Valley Forge Asset Management LLC
Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management LLC is a registered investment advisor located in King of Prussia, Pennsylvania, Corp. The firm provides investment services to retirement funds, public funds, individuals, foundations, endowments and corporations. They are a subsidiary of Susquehanna Bancshares, Inc. (NASDAQ: SUSQ).
BB&T Securities LLC
BB&T Securities LLC Investment ManagersFinance BB&T Securities LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2013 as the result of a merger between Scott & Stringfellow LLC firm and Clearview Correspondent Services LLC. Effective upon the merger, Clearview changed its name to BB&T Securities LLC and began conducting business as BB&T Scott & Stringfellow and BB&T Capital Markets, both divisions of BB&T Securities LLC. They are a wholly-owned, non-bank subsidiary of Truist Financial Corp. (NYSE: TFC). BB&T Securities provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; Taft-Hartley plans, governmental plans, municipalities; not-for-profit entities; private equity firms (consulting only); and outside investment platform. | 13 years |
| Jim Vogt | M | - |
Valley Forge Asset Management LLC
Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management LLC is a registered investment advisor located in King of Prussia, Pennsylvania, Corp. The firm provides investment services to retirement funds, public funds, individuals, foundations, endowments and corporations. They are a subsidiary of Susquehanna Bancshares, Inc. (NASDAQ: SUSQ).
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. | 7 years |
| James Edward Gibson | M | - |
Valley Forge Asset Management LLC
Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management LLC is a registered investment advisor located in King of Prussia, Pennsylvania, Corp. The firm provides investment services to retirement funds, public funds, individuals, foundations, endowments and corporations. They are a subsidiary of Susquehanna Bancshares, Inc. (NASDAQ: SUSQ).
BB&T Securities LLC
BB&T Securities LLC Investment ManagersFinance BB&T Securities LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2013 as the result of a merger between Scott & Stringfellow LLC firm and Clearview Correspondent Services LLC. Effective upon the merger, Clearview changed its name to BB&T Securities LLC and began conducting business as BB&T Scott & Stringfellow and BB&T Capital Markets, both divisions of BB&T Securities LLC. They are a wholly-owned, non-bank subsidiary of Truist Financial Corp. (NYSE: TFC). BB&T Securities provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; Taft-Hartley plans, governmental plans, municipalities; not-for-profit entities; private equity firms (consulting only); and outside investment platform. | 12 years |
| Ray Reed | M | - |
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. | 17 years |
| Graham Henshaw | M | - |
Virginia Polytechnic Institute & State University
| 6 years |
| Ron V. Donato | M | - |
Valley Forge Asset Management LLC
Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management LLC is a registered investment advisor located in King of Prussia, Pennsylvania, Corp. The firm provides investment services to retirement funds, public funds, individuals, foundations, endowments and corporations. They are a subsidiary of Susquehanna Bancshares, Inc. (NASDAQ: SUSQ). | 17 years |
| Jeff Miller | M | - |
Virginia Polytechnic Institute & State University
| 7 years |
| Benjamin Owens | M | - |
Virginia Polytechnic Institute & State University
| 7 years |
| Ian Schworer | M | - |
Virginia Polytechnic Institute & State University
| 6 years |
| Kim Marie Davis | F | - |
Valley Forge Asset Management LLC
Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management LLC is a registered investment advisor located in King of Prussia, Pennsylvania, Corp. The firm provides investment services to retirement funds, public funds, individuals, foundations, endowments and corporations. They are a subsidiary of Susquehanna Bancshares, Inc. (NASDAQ: SUSQ).
BB&T Securities LLC
BB&T Securities LLC Investment ManagersFinance BB&T Securities LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2013 as the result of a merger between Scott & Stringfellow LLC firm and Clearview Correspondent Services LLC. Effective upon the merger, Clearview changed its name to BB&T Securities LLC and began conducting business as BB&T Scott & Stringfellow and BB&T Capital Markets, both divisions of BB&T Securities LLC. They are a wholly-owned, non-bank subsidiary of Truist Financial Corp. (NYSE: TFC). BB&T Securities provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; Taft-Hartley plans, governmental plans, municipalities; not-for-profit entities; private equity firms (consulting only); and outside investment platform. | 13 years |
| Geoff S. Broglio | M | - |
Virginia Polytechnic Institute & State University
| 5 years |
| Bernard Allen Francis | M | 73 |
Valley Forge Asset Management LLC
Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management LLC is a registered investment advisor located in King of Prussia, Pennsylvania, Corp. The firm provides investment services to retirement funds, public funds, individuals, foundations, endowments and corporations. They are a subsidiary of Susquehanna Bancshares, Inc. (NASDAQ: SUSQ). | 8 years |
| Joey Poarch | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| David Killian | M | - |
Valley Forge Asset Management LLC
Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management LLC is a registered investment advisor located in King of Prussia, Pennsylvania, Corp. The firm provides investment services to retirement funds, public funds, individuals, foundations, endowments and corporations. They are a subsidiary of Susquehanna Bancshares, Inc. (NASDAQ: SUSQ).
BB&T Securities LLC
BB&T Securities LLC Investment ManagersFinance BB&T Securities LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2013 as the result of a merger between Scott & Stringfellow LLC firm and Clearview Correspondent Services LLC. Effective upon the merger, Clearview changed its name to BB&T Securities LLC and began conducting business as BB&T Scott & Stringfellow and BB&T Capital Markets, both divisions of BB&T Securities LLC. They are a wholly-owned, non-bank subsidiary of Truist Financial Corp. (NYSE: TFC). BB&T Securities provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; Taft-Hartley plans, governmental plans, municipalities; not-for-profit entities; private equity firms (consulting only); and outside investment platform. | 5 years |
| Rich McFarland | M | - |
Valley Forge Asset Management LLC
Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management LLC is a registered investment advisor located in King of Prussia, Pennsylvania, Corp. The firm provides investment services to retirement funds, public funds, individuals, foundations, endowments and corporations. They are a subsidiary of Susquehanna Bancshares, Inc. (NASDAQ: SUSQ). | - |
| Jason Thomas Pepe | M | - |
Valley Forge Asset Management LLC
Valley Forge Asset Management LLC Investment ManagersFinance Valley Forge Asset Management LLC is a registered investment advisor located in King of Prussia, Pennsylvania, Corp. The firm provides investment services to retirement funds, public funds, individuals, foundations, endowments and corporations. They are a subsidiary of Susquehanna Bancshares, Inc. (NASDAQ: SUSQ).
BB&T Securities LLC
BB&T Securities LLC Investment ManagersFinance BB&T Securities LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2013 as the result of a merger between Scott & Stringfellow LLC firm and Clearview Correspondent Services LLC. Effective upon the merger, Clearview changed its name to BB&T Securities LLC and began conducting business as BB&T Scott & Stringfellow and BB&T Capital Markets, both divisions of BB&T Securities LLC. They are a wholly-owned, non-bank subsidiary of Truist Financial Corp. (NYSE: TFC). BB&T Securities provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; Taft-Hartley plans, governmental plans, municipalities; not-for-profit entities; private equity firms (consulting only); and outside investment platform. | 17 years |
| Kristi Nootens | F | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Amy Kendall | F | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Nathaniel Greer | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Dan Donahoe | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Sarah G. Mouser | F | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Ian Burbulis | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Ryan Kalkowsky | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Sungkwon Kang | M | - |
Virginia Polytechnic Institute & State University
| 5 years |
| Suzanne Cutler | F | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Adi Jemini | M | 46 |
Virginia Polytechnic Institute & State University
| 4 years |
| Michael McCarthy | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Daniel Scott Rappucci | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Jason Belcher | M | 47 |
Virginia Polytechnic Institute & State University
| 3 years |
| Samuel Gross | M | - |
Virginia Polytechnic Institute & State University
| 3 years |
| Anu Hariharan | F | 43 |
Virginia Polytechnic Institute & State University
| 2 years |
| George A. Preston | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Erik R. Payne | M | - |
BB&T Securities LLC
BB&T Securities LLC Investment ManagersFinance BB&T Securities LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2013 as the result of a merger between Scott & Stringfellow LLC firm and Clearview Correspondent Services LLC. Effective upon the merger, Clearview changed its name to BB&T Securities LLC and began conducting business as BB&T Scott & Stringfellow and BB&T Capital Markets, both divisions of BB&T Securities LLC. They are a wholly-owned, non-bank subsidiary of Truist Financial Corp. (NYSE: TFC). BB&T Securities provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; Taft-Hartley plans, governmental plans, municipalities; not-for-profit entities; private equity firms (consulting only); and outside investment platform. | 1 years |
| Burak Kuyan | M | - |
Virginia Polytechnic Institute & State University
| 2 years |
| Mark Hoffman | M | - |
BB&T Securities LLC
BB&T Securities LLC Investment ManagersFinance BB&T Securities LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2013 as the result of a merger between Scott & Stringfellow LLC firm and Clearview Correspondent Services LLC. Effective upon the merger, Clearview changed its name to BB&T Securities LLC and began conducting business as BB&T Scott & Stringfellow and BB&T Capital Markets, both divisions of BB&T Securities LLC. They are a wholly-owned, non-bank subsidiary of Truist Financial Corp. (NYSE: TFC). BB&T Securities provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; Taft-Hartley plans, governmental plans, municipalities; not-for-profit entities; private equity firms (consulting only); and outside investment platform. | 3 years |
| Sounil Yu | M | 52 |
Virginia Polytechnic Institute & State University
| 3 years |
| Joseph Ruscio | M | - |
Virginia Polytechnic Institute & State University
| 5 years |
| Alex Menkhaus | M | - |
Virginia Polytechnic Institute & State University
| 5 years |
| Jon Griffith | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Anthony James Mazzo | M | - |
BB&T Securities LLC
BB&T Securities LLC Investment ManagersFinance BB&T Securities LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2013 as the result of a merger between Scott & Stringfellow LLC firm and Clearview Correspondent Services LLC. Effective upon the merger, Clearview changed its name to BB&T Securities LLC and began conducting business as BB&T Scott & Stringfellow and BB&T Capital Markets, both divisions of BB&T Securities LLC. They are a wholly-owned, non-bank subsidiary of Truist Financial Corp. (NYSE: TFC). BB&T Securities provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; Taft-Hartley plans, governmental plans, municipalities; not-for-profit entities; private equity firms (consulting only); and outside investment platform. | 5 years |
| Chris Keller | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Amy Bann | F | - |
Virginia Polytechnic Institute & State University
| 2 years |
| Lawrence Tentor | M | - |
Virginia Polytechnic Institute & State University
| 10 years |
| Christopher Ensey | M | 44 |
Virginia Polytechnic Institute & State University
| 4 years |
| Erica Burgess | F | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Faris Oweis | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Borja Oyarzábal Alonso | M | - |
Virginia Polytechnic Institute & State University
| 1 years |
| Ragavan Srinivasan | M | - |
Virginia Polytechnic Institute & State University
| 1 years |
| Marcus Paul Borel | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Zhen Ping Du | M | 49 |
Virginia Polytechnic Institute & State University
| 1 years |
| Patrick Matthews | M | 47 |
Virginia Polytechnic Institute & State University
| 7 years |
| Rose Quint | F | - |
Virginia Polytechnic Institute & State University
| 1 years |
| Ryan Martins | M | 47 |
Virginia Polytechnic Institute & State University
| 1 years |
| Phil J. Kirkman | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Stanley C. Suboleski | M | 82 |
Virginia Polytechnic Institute & State University
| 1 years |
| Jake Crandlemire | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Kevin Bennett | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Akhil Bhatia | M | - |
Virginia Polytechnic Institute & State University
| 3 years |
| Davis Hebert | M | - |
Virginia Polytechnic Institute & State University
| 2 years |
| Mark Andrew Traver | M | 46 |
Virginia Polytechnic Institute & State University
| 4 years |
| Laura Theimer | F | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Charles T. Quillin | M | - |
Virginia Polytechnic Institute & State University
| 13 years |
| Kevin Noell Broglio | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Kevin Keeton | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Kenneth Adam Shigley | M | - |
Virginia Polytechnic Institute & State University
| 3 years |
| Ebrahim H. Poonawala | M | - |
Virginia Polytechnic Institute & State University
| 2 years |
| Dennis Gies | M | 45 |
Virginia Polytechnic Institute & State University
| 4 years |
| A. Dalton | M | 43 |
Virginia Polytechnic Institute & State University
| 4 years |
| Chad Meade | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Kevin E. Layne | M | - |
Virginia Polytechnic Institute & State University
| 5 years |
| Cary Brown | F | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Thomas Catherwood | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| William N. Glasgow | M | - |
Virginia Polytechnic Institute & State University
| 2 years |
| Shanon Perry | F | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Rebecca Ruckman | F | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Zach Walker | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Paul E. Torgersen | M | 92 |
Virginia Polytechnic Institute & State University
| 7 years |
| Carmen Ioana Bississo | F | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Neill Groom | M | 47 |
Virginia Polytechnic Institute & State University
| 5 years |
| Mike Ivey | M | - |
Virginia Polytechnic Institute & State University
| 5 years |
| Matt Pfeil | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Patrick Strollo | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Gopal Penny | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Victoria A. Hatfield | F | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Jonathan Hill | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Prateek Kumar | M | 48 |
Virginia Polytechnic Institute & State University
| 1 years |
| Patrick Gartlan | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
| Christal Mickle | F | 45 |
Virginia Polytechnic Institute & State University
| 2 years |
| Rajaraman Parameswaran | M | - |
Virginia Polytechnic Institute & State University
| 2 years |
| Bradford Cross | M | - |
Virginia Polytechnic Institute & State University
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 99 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Dan Rodan
- Personal Network
