Michael Bishop Email & Phone Number
SVP - Wealth Advisor and Portfolio Manager @ UBS Group AG
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Michael Bishop Location
- Carlisle, MA, US
Michael Bishop Work
- SVP - Wealth Advisor and Portfolio Manager @ (January 2016 - Present)
- VP - Financial Advisor @ (September 2011 - December 2015)
- Vice President @ (January 2008 - August 2011)
- President @ Salmon Investments (June 1996 - December 2007)
- President @ Busywater, LLC (January 1999 - January 2006)
- General Manager @ (January 1988 - January 1996)
Michael Bishop Education
- Miami University, Oxford, OH
BS Finance (Finance, Economics)
1981-1985
Michael Bishop Skills
- Alternative Investments
- Asset Allocation
- Private Equity
- Strategic Financial Planning
- Wealth Management Services
- Investment Management
- Securities
- Financial Services
- Retirement Planning
- Due Diligence
- Trading
- Risk Management
- Investments
- Cdfa Certified Divorce Financial Analyst
- Venture Capital
- Product Development
- Financial Advisory
- Wealth Management
- Licensed
- Certified Divorce Financial Analyst
- Estate Planning
- Series 7
- Financial Analysis
- Management
- Licensed Life Insurance Agent
Michael Bishop Summary
- Michael Bishop, based in Carlisle, MA, US, is currently a SVP - Wealth Advisor and Portfolio Manager at UBS Financial Services - Wealth Management. Michael Bishop brings experience from previous roles at Credit Suisse, Bernstein Global Wealth Management, Salmon Investments and Busywater, LLC. Michael Bishop holds a 1981 - 1985 BS Finance in Finance, Economics @ Miami University, Oxford, OH. With a robust skill set that includes Alternative Investments, Asset Allocation, Private Equity, Strategic Financial Planning, Wealth Management Services and more. Michael Bishop has 3 emails and 2 mobile phone numbers on RocketReach.
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