Insights grounded in experience
For more than 18 years, Bishara has been serving the wealth management needs of successful families and individuals. He believes his work is not just a business, but a lifetime mission of helping people meet and secure their lifetime financial goals. With a passion for comprehensive financial planning that helps address clients’ multifaceted needs, Bishara focuses on providing tax-minimization and asset protection solutions, along with socially responsible and faith-based investments.To support his clients every financial need, Bishara works in conjunction with a team of trusted experts, including estate planning attorneys, tax attorneys and CPAs as well as trust, banking and insurance professionals within the firm. He is a Senior Portfolio Manager in the UBS Portfolio Management Program and an International Wealth Management Advisor, an accreditation that enables him to work with clients living internationally. Prior to joining UBS in 2012, Bishara was a financial advisor at Morgan Stanley. Before entering the financial services field, he was a professor at Harvard University, where he also taught at the Kennedy School of Government.
Credentials that build confidence
- Certified Investment Management Analyst® (CIMA®) designation from TheWharton School of Business at the University of Pennsylvania
- Certified Wealth Strategist (CWS®)
- Series 7, 66 and 31 securities licenses
- M.A. and Ph.D., Harvard University
- B.A., Brigham Young University
- Author, “Wealth Management in Any Market: Timeless Strategies forBuilding Financial Security,” 2009
Outside of work
Bishara is committed to giving back to his community. He is a former board chairman of an international children’s charity, and has served on the board for several national organizations and as a past president of the Harvard Club of Phoenix. Bishara is a native of the “Old City” of Jerusalem and the son of refugees, immigrating to the United States in pursuit of his higher education. When not researching, writing, or taking care of his clients, Bishara’s greatest source of joy is spending time with his wife, Sibel, and five children.
Registered States:
AK, AZ, CA, CO, DC, FL, HI, ID, IL, LA, MA, MD, ME, MI, MO, MT, NC, NJ, NV, NY, OH, OR, PA, TN, TX, UT, VA, VI, WA, WI, WV