Profile
Mr. Mars J.
Bishop, CFA MBA, is a Co-President & Financial Advisor at Blue Fin Capital, Inc. He delivers comprehensive financial and investment advice to the firm’s clients.
With more than 25 years of experience in equity research, investing, and trading, he believes the financial markets are always filled with opportunities regardless of the economic environment.
Prior to Blue Fin Capital, Mr. Bishop worked in New York City.
Mr. Bishop was an associate vice president in the equity research department of Prudential Securities, Inc. and held positions in the capital markets division and Over-The-Counter equities department at Smith Barney, Harris Upham & Company.
Mr. Bishop earned a Bachelor of Arts degree from Dartmouth College and an MBA from the University of Chicago’s Graduate School of Business.
He is a Chartered Financial Analyst (CFA) and a member of the Association for Investment Management and Research (AIMR), the Institute of Chartered Financial Analysts (ICFA), and the New York Society of Security Analysts Association (NYSSA).
Mars Jonathan Bishop active positions
| Companies | Position | Start |
|---|---|---|
Blue Fin Capital, Inc.
 Blue Fin Capital, Inc. Investment ManagersFinance Blue Fin Capital, Inc. (Blue Fin) is an independent wealth management firm and registered investment advisor headquartered in Warren, Rhode Island. The firm was founded by Richard Carolan and Clark Sammartino in 1994. Blue Fin provides advisory services primarily to high net worth individuals, including their trusts, estates and retirement accounts. It also provides services to corporations or business entities including their pension and profit-sharing plans, and to charitable organizations. | President | 1997-06-30 |
Former positions of Mars Jonathan Bishop
| Companies | Position | End |
|---|---|---|
| Prudential Securities | Corporate Officer/Principal | 1996-06-29 |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Corporate Officer/Principal | 1991-06-30 |
| Smith Barney Harris Upham & Co., Inc. | Corporate Officer/Principal | 1991-06-29 |
Training of Mars Jonathan Bishop
| Dartmouth College | Undergraduate Degree |
| The University of Chicago | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
| Prudential Securities | Finance |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Finance |
Blue Fin Capital, Inc.
Blue Fin Capital, Inc. Investment ManagersFinance Blue Fin Capital, Inc. (Blue Fin) is an independent wealth management firm and registered investment advisor headquartered in Warren, Rhode Island. The firm was founded by Richard Carolan and Clark Sammartino in 1994. Blue Fin provides advisory services primarily to high net worth individuals, including their trusts, estates and retirement accounts. It also provides services to corporations or business entities including their pension and profit-sharing plans, and to charitable organizations. | Finance |
| Smith Barney Harris Upham & Co., Inc. | Finance |
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