Michael Bishop

Michael Bishop Email and Phone Number

SVP - Wealth Advisor and Portfolio Manager @ UBS Financial Services - Wealth Management
Carlisle, MA, US
Michael Bishop's Location
Carlisle, Massachusetts, United States, United States
Michael Bishop's Contact Details

Michael Bishop personal email

n/a
About Michael Bishop

**By joining my network, you consent to the disclosure of your contact information and relationship with UBS to others on LinkedIn, including employees of UBS and its affiliates.**Mike brings years of experience and insight - along with the significant resources of UBS - to each relationship. The Bishop Team develops a strategic plan for and with each client, offering a range of customized portfolio options designed to help achieve results inline with their goals and objectives. Prior to UBS, Mike worked as an advisor at Credit Suisse Securities, Bernstein Global Wealth Management, and as an Angel investor and equity trader at Salmon Investments. He built financial information businesses at First Call and BASELINE (both now part of Thomson Reuters). He began his career working in Luxembourg as a technical analyst covering global markets. Mike holds the Series 7 and 66 securities licenses and is a Certified Divorce Financial Analyst (CDFA). **Registered States**CA,CT,FL,IN,MA,MD,MT,NH,NJ,NV,NY,RI,TX,WA/*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Michael Bishop's Current Company Details
UBS Financial Services - Wealth Management

Ubs Financial Services - Wealth Management

View
SVP - Wealth Advisor and Portfolio Manager
Carlisle, MA, US
Website:
ubs.com
Employees:
118049
Michael Bishop Work Experience Details
  • Ubs Financial Services - Wealth Management
    Svp - Wealth Advisor And Portfolio Manager
    Ubs Financial Services - Wealth Management
    Carlisle, Ma, Us
  • Ubs Financial Services - Wealth Management
    Svp - Wealth Advisor & Portfolio Manager
    Ubs Financial Services - Wealth Management Jan 2016 - Present
    Zurich, Ch
    Mike is a financial advisor in the Wellesley office of UBS Wealth Management focusing on the complete financial needs and goals of his clients who are typically families and entrepreneurs expecting a high level of personalized service. In addition to developing the appropriate asset allocation and investment portfolios for clients, Mike also spends significant time on creating plans that help his clients achieve their goals including retirement, legacy, and charitable intent.
  • Credit Suisse
    Vp - Financial Advisor
    Credit Suisse Sep 2011 - Dec 2015
    Zurich, Ch
    Mr. Bishop worked as a Financial Advisor providing comprehensive investment and asset allocation advice to individuals, families, trustees, and non-profit organizations.
  • Bernstein Global Wealth Management
    Vice President
    Bernstein Global Wealth Management Jan 2008 - Aug 2011
    New York, New York, Us
    Mike worked as a financial advisor to high net worth individuals, foundations and endowments.
  • Salmon Investments
    President
    Salmon Investments Jun 1996 - Dec 2007
    Equity trading and investing for hedge fund
  • Busywater, Llc
    President
    Busywater, Llc 1999 - 2006
    Angel Investor in early stage companies
  • Thomson Financial
    General Manager
    Thomson Financial 1988 - 1996
    Us
    Responsible for developing and managing the First Call Earnings Estimates business which transformed the industry from a delayed paper based delivery to real time, changing the landscape of the Wall Street earnings estimate business.

Michael Bishop Skills

Wealth Management Investments Asset Allocation Retirement Planning Financial Advisory Investment Management Financial Services Series 7 Wealth Management Services Strategic Financial Planning Licensed Life Insurance Agent Cdfa Certified Divorce Financial Analyst Estate Planning Securities Trading Venture Capital Alternative Investments

Michael Bishop Education Details

  • Miami University, Oxford, Oh
    Miami University, Oxford, Oh
    Economics

Frequently Asked Questions about Michael Bishop

What company does Michael Bishop work for?

Michael Bishop works for Ubs Financial Services - Wealth Management

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

Michael Bishop's current role is SVP - Wealth Advisor and Portfolio Manager.

What is Michael Bishop's email address?

Michael Bishop's email address is bu****@****ast.net

What schools did Michael Bishop attend?

Michael Bishop attended Miami University, Oxford, Oh.

What are some of Michael Bishop's interests?

Michael Bishop has interest in Fly Fishing, Skiing, Beekeeping, Golf And Luge, Tennis, Travel.

What skills is Michael Bishop known for?

Michael Bishop has skills like Wealth Management, Investments, Asset Allocation, Retirement Planning, Financial Advisory, Investment Management, Financial Services, Series 7, Wealth Management Services, Strategic Financial Planning, Licensed Life Insurance Agent, Cdfa Certified Divorce Financial Analyst.

Who are Michael Bishop's colleagues?

Michael Bishop's colleagues are Michael Cope, Matt M., May Cheong, Kayleigh Gilligan, Zac Rakestraw, Danar Barzanji, Jim Loney.

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