Mars Bishop
Co-President and Financial Advisor at Blue Fin Capital, Inc.
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Blue Fin Capital Inc | Co-President and Financial Advisor | Aug 1996 to Present | — |
| Prudential Financial | Associate Vice President - Equity Research | Jul 1993 to Jul 1996 | — |
| Smith Barney Harris Upham & Company | Associate- Otc Equities Department | Feb 1990 to Jul 1991 | — |
Education
Dartmouth College
Providence Country Day
The University of Chicago
MBA
Others at Blue Fin Capital, Inc. (1)
| Name | Role | Location |
|---|---|---|
R Richard Carolan | Co-President and Financial Advisor | United States |