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Mars Bishop

Co-President and Financial Advisor at Blue Fin Capital, Inc.

Providence, RI , United States

About

Mars Jonathan Bishop is Co-President and Financial Advisor at Blue Fin Capital, Inc., an independent, SEC-registered investment advisory and wealth management firm based in Providence, Rhode Island. In his current role, Bishop is responsible for leading client portfolio management, equity strategy, and delivering comprehensive financial planning for high-net-worth individuals and families.

His investment expertise centers on equities and portfolio management, with a deep focus on asset allocation, long-term wealth preservation, and enhancement. Bishop’s sector experience spans finance and consumer services, and his work at Blue Fin Capital includes developing practical, balanced investment objectives and identifying appropriate asset allocation strategies for clients.

Bishop has held prior leadership roles as a Corporate Officer and Principal at Prudential Securities, Citigroup Global Markets, and Smith Barney Harris Upham, building a strong background in global financial markets. He holds a Master of Business Administration from The University of Chicago and an undergraduate degree from Dartmouth College, and is a CFA charterholder, underscoring his credentials in the investment industry.

Career History

OrganizationRoleDate RangeDetails
Blue Fin Capital IncCo-President and Financial AdvisorAug 1996 to Present
Prudential FinancialAssociate Vice President - Equity ResearchJul 1993 to Jul 1996
Smith Barney Harris Upham & CompanyAssociate- Otc Equities DepartmentFeb 1990 to Jul 1991

Education

Dartmouth College

Providence Country Day

The University of Chicago

MBA

Others at Blue Fin Capital, Inc. (1)

NameRoleLocation
R
Richard Carolan
Co-President and Financial AdvisorUnited States