Senior Vice President–Wealth Management
Mike brings years of experience and insight - along with the significant resources of UBS - to each relationship, helping each client reach their most important financial and personal goals. The Bishop Team develops a strategic plan for and with each client, offering customized portfolio options designed to achieve the best results.
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 also built financial information businesses at First Call and BASELINE (both now part of Thomson Reuters). He began his career working in Luxembourg, Europe as a technical analyst covering global markets. Mike holds the series 7 and 66 securities licenses and is a Certified Divorce Financial Analyst (CDFA). He is also licensed in areas of insurance including life and long-term care, along with a mortgage license. He has a B.S. in Finance from Miami University in Oxford, OH.
Mike and his wife of 30 years have three grown children and live in Carlisle, MA. He is interested in Beekeeping, Luge, Golf, Tennis, and travel.
Senior Wealth Strategy Associate
Melissa manages the day to day operations of The Bishop Group with a focus on providing superior customer service and financial planning. She is a problem solver by nature and has a true passion for helping clients plan for and achieve their specific financial and retirement goals. Her attention to detail, proactive approach and professionalism have been instrumental in building long term relationships with clients.
Melissa started working with Mike in 2008 as a senior client service associate at Bernstein Global Wealth Management and later joined Credit Suisse Securities. She is a Certified Financial Planner (CFP) and holds her Series 7 and 63 securities licenses. Melissa has a B.S. in Finance from Bryant College in Smithfield, RI.
Melissa lives in Arlington, MA with her husband and two children with whom she enjoys sports and family vacations.
Senior Client Associate
Heidi is a Senior Registered Client Service Associate. She has over 20 years of experience in the financial services industry. Heidi prides herself in providing exceptional and quality client service. Heidi currently holds her Series 7 and 66 securities licenses and provides notary services for our clients.
Prior to joining UBS in 2008 Heidi was a Senior Registered Client Service Associate at Wachovia Securities.
Heidi lives in Burlington. In her spare time, Heidi is involved with local animal shelters. She enjoys music and travel as well as spending time with her dog, family and friends.