Michael Bishop
Wealth Advisor and Portfolio Manager at UBS Wealth Management
- Role
- SVP - Wealth Advisor & Portfolio Manager at UBS
- Location
- Carlisle, MA, US
- LinkedIn followers
- 500 followers
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 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 for the full disclosure.**
Experience
SVP - Wealth Advisor & Portfolio Manager
Jan 2016 — Present
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.
Education
Miami University, Oxford, OH
BS Finance, Finance, Economics
1981 — 1985
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