Carly Bishop

Client Service Associate

Carly supports the firm’s institutional investment consultants in all areas of account administration and client service. Prior to joining the firm in 2025, she was an Investment Product Specialist at J.P. Morgan Chase. Carly earned her MBA from the University of Massachusetts Boston and a BA in Political Science from the University of Massachusetts Amherst. In her free time, she enjoys reading, cooking, walking her dog, visiting new restaurants and exploring the local farmers’ market.