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Andrew Bishop

Bernstein Global Wealth Management
Director
andrew.bishop@bernstein.com
(202) 261-6726

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Andrew Bishop is a Director in Bernstein’s Washington, DC, office. As a member of the Wealth Strategies Group, he consults with advisors, their professional partners and clients as an expert in a wide field of complex investment planning topics for high-net-worth individuals and foundations. These topics include planning for the sale of a business, managing executive compensation awards, trust and estate planning techniques, charitable planning vehicles, tax management strategies and investment management strategies for nonprofits. Andrew joined Bernstein in March 2011 as a Private Client Associate. He began working in the Wealth Strategies Group in 2014, serving as an Analyst and subsequently a Senior Analyst in 2016 before being appointed to his current role in January 2020. Prior to joining Bernstein, he worked at Morgan Stanley in New York as an Associate in their Equity Derivative Client Service Group. Andrew graduated from Purdue University in West Lafayette, Indiana, with a BS in accounting and a minor in finance. He is a CFA charterholder since 2012.

About Us:

Bernstein was founded 50 years ago to manage money for families and individuals. Our focus has never changed, although our client base has expanded to include institutions, and the services, tools, and resources we offer have evolved with our insights into markets and clients’ needs.

We’re exclusively focused on investment research and management; we don’t engage in investment banking and proprietary trading, so we don’t face the conflicts of interest such businesses pose for other firms.

Archived Webinars Offered

TAKING STOCK: PLANNING WITH EXECUTIVE COMPENSATION

Date RecordedFebruary 5, 2020  CostFREE  Course Length1.0 hour  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Other