Leland Bishop, CIMA®, CPFA®, is a Senior Vice President and Institutional Consultant at UBS, where they have been instrumental in advising institutional clients since 2019. Leland also holds the position of First Vice President at the Liberty Capitol Group, further enhancing their expertise in retirement plan consulting and portfolio management. They earned a BSGS in Organizational Behavior from Northwestern University and an MBA in Finance from Georgetown University. Additionally, Leland completed the Certified Investment Management Analyst® certification at Yale School of Management, augmenting their extensive background in finance and investment management.
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