James Bishop

James Bishop Email and Phone Number

Principal, Eagle Eye Advisory, LLC. a Registered Investment Advisor @
James Bishop's Location
Naples, Florida, United States, United States
About James Bishop

With 30+ years in the financial services industry with extensive experience working with high-net-worth clients, family offices and large-scale institutional clients I am excited to announce that I joined Eagle Eye Advisory as a Principal. I will focus on financial planning and investment management solutions to help clients meet their financial goals, while acting in a fiduciary capacity.

James Bishop's Current Company Details
Eagle Eye Advisory, LLC

Eagle Eye Advisory, Llc

Principal, Eagle Eye Advisory, LLC. a Registered Investment Advisor
James Bishop Work Experience Details
  • Eagle Eye Advisory, Llc
    Principal
    Eagle Eye Advisory, Llc Oct 2022 - Present
    Eagle Eye Advisory was started in 2005 to provide customized investment management and financial planning strategies to assist clients with making informed, important decisions related to their wealth.
  • Diamond Hill Investments
    Director, National Accounts
    Diamond Hill Investments Jan 2005 - Dec 2021
    Columbus, Ohio, Us
    View
  • Charles Schwab
    Senior Investment Consultant
    Charles Schwab Aug 1998 - Feb 2005
    Westlake, Texas, Us
    View
  • Banc One Securities Corporation
    Investment Representative
    Banc One Securities Corporation Aug 1997 - Aug 1998
    View
  • Bisys Fund Services
    Vice President, Regional Sales
    Bisys Fund Services 1992 - 1997
    BISYS is now Citi Global Transaction Services.I was Vice President, Regional Sales and Internal Sales Manager for a leading Bank Distribution and Administrative firm.

James Bishop Education Details

  • Ohio University
    Ohio University
    Applied Management
  • Columbus State Community College
    Columbus State Community College
    Finance

Frequently Asked Questions about James Bishop

What company does James Bishop work for?

James Bishop works for Eagle Eye Advisory, Llc

What is James Bishop's role at the current company?

James Bishop's current role is Principal, Eagle Eye Advisory, LLC. a Registered Investment Advisor.

What schools did James Bishop attend?

James Bishop attended Ohio University, Columbus State Community College.

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