Bishop Capital Advisors provides investment management, comprehensive wealth planning, and Personal CFO services for individuals and families. Our mission is to provide exceptional wealth management services across all aspects of our clients’ financial affairs so they can focus on living their ideal lives.
Perry B. Bean
Principal and Wealth Advisor
Perry is a fiduciary wealth advisor and the founder of Bishop Capital Advisors. A Connecticut native with 15 years of experience in wealth management, Perry’s career began in 2007 when he joined the investment management firm Smith Barney. Upon Morgan Stanley’s acquisition of Smith Barney in 2009, Perry obtained his securities licenses and became a financial advisor.
Since 2016, Perry has been a Investment Advisor at Registered Investment Advisor (“RIA”) firms providing comprehensive wealth planning in addition to investment management. Over the past 15 years, Perry has worked closely with clients to develop and implement tax-efficient strategies to grow and maintain their wealth.
Perry, his wife Lauren, and their daughter Maddie live in Delray Beach, Florida.