Feb 18

Maris Ogg: CFA., President of Tower Bridge Advisors

Maris Ogg is a founding principal of Tower Bridge Advisors. Her primary role is that of an analyst and portfolio manager and she is a member of the firm’s Investment Committee. She also oversees the daily activities of the firm. Prior to joining Tower Bridge, Ms. Ogg was a founder, president and Chief Investment Officer […]

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Feb 18

Chip Sheppard: Senior VP & Director of Investment Research of Pennsylvania Trust

Mr. Sheppard has nearly 30 years of experience in the financial services industry, and has held a variety of positions at firms serving both institutional and private clients. He was previously with NorthStar Asset Management, a wealth management company serving individuals, families, endowments and foundations, where he was responsible for portfolio management, equity strategy and […]

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Feb 18

Rich Kent: Chief Investment Officer at Friend’s Fiduciary

Rich is responsible for the general oversight of Friends Fiduciary’s various pooled investment funds. He provides due diligence and analysis on issues related to asset allocation, manager performance and reporting, and socially responsible investing (SRI). Rich also plays a central role in FFC’s relationship management and marketing strategies. A 30-year veteran of the investment industry, […]

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Feb 04

Suzanne Dugan, Managing Director of Equity Sales at Citi

Suzanne Dugan has been in Philadelphia Institutional Equity sales for 25 years. She leads a five person team that is responsible for equity relationships between Citi and Trowe Price, Blackrock, St of NJ Pension, Dupont Pension, Delaware Macquarie, Turner Investments and other local asset mgrs, hedgefunds, pensions in the mid atlantic.

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