Who We Are
Boutique by Design
Bishop Capital Advisors is an independent private wealth management firm built on investment judgment, personal attention, and resourcefulness. We actively manage customized portfolios, seeking growth while carefully weighing risk and taxes. Our approach connects your investments with your broader financial priorities and guides you through important decisions.
Why We Do What We Do
Perry founded Bishop Capital Advisors around a core belief: thoughtful investment management is fundamental to helping clients build, use, and preserve their wealth. Decisions about growth, risk, taxes, and liquidity can shape a client’s financial independence and the choices available to them for years to come.
His years at large financial institutions and independent firms shaped how Bishop works. We stay involved beyond the portfolio, working through financial challenges alongside clients and coordinating with their CPAs and attorneys.
Our Team
Perry Bishop Bean
Founder and Private Advisor
Perry began his wealth management career in 2007, holding advisory positions at Morgan Stanley and JPMorgan before transitioning to independent advisory firms in 2016.
He founded Bishop Capital Advisors to offer a more personal, hands-on approach to wealth management. Clients work directly with Perry, who personally manages their portfolios and takes a proactive role in their broader financial lives.
Perry has a passion for investing and financial markets. He enjoys studying businesses, identifying compelling investment opportunities, and developing thoughtful strategies that balance growth potential, risk, and tax efficiency. He believes clients should understand what they own, why they own it, and the trade-offs involved.
Beyond investing, Perry finds fulfillment in helping people solve problems. He enjoys creative financial planning, exploring new ideas, and finding practical solutions to complex questions. Whether navigating a major financial decision or collaborating with a client's CPA or estate attorney, he strives to bring fresh perspectives and thoughtful guidance. Above all, he loves seeing his clients succeed.
A Connecticut native, Perry earned his Bachelor of Business Administration from the University of San Diego. He lives in Delray Beach, Florida, with his wife and their two children.
Lauren Byrne
Director of Operations
Lauren oversees operations at Bishop Capital Advisors, managing client onboarding, account administration, transfers, and ongoing service requests. She works closely with Perry to ensure clients receive attentive service, clear communication, and timely follow-through.
Before joining Bishop, Lauren held leadership positions at CorePower Yoga, where she developed the organizational skills and service-oriented approach she brings to her work today.
Lauren takes pride in making the client experience as smooth and straightforward as possible. Whether coordinating account transfers, answering questions, or handling day-to-day requests, she focuses on the details so clients can feel confident their needs are being addressed.
Outside of work, Lauren enjoys spending time with her children and being actively involved in their school community.