James Bishop
Expert
Financial Advisor at
Morgan Stanley
Columbus, Ohio, 43219
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Contact Information
Company Name
Morgan Stanley
Position
Financial Advisor
Short Description
Non-Profit focused financial advisor with years of board experience with a strong focus on retirement plans and helping non-profits with making the most of their assets.
Social Profiles
Email Address
James.D.Bishop@morganstanley.com
Location
4449 Easton Way
Suite 300
Columbus, Ohio, 43219
United States
Suite 300
Columbus, Ohio, 43219
United States
Size of Organization Staff
11-19 People
About Me and My Work
What kinds of projects, tasks, or challenges do you typically partner with nonprofits on?
Financial Advisory Services for Non-Profits and Consultants in this space
* Strategic Financial Planning
- Long-term financial strategy development
- Budgeting and forecasting
* Investment Management
- Tailored investment strategies
- Portfolio management with a focus on socially responsible investments
* Endowment and Reserve Management
- Creation and management of endowment funds
- Reserve fund strategies for financial stability
* Retirement Planning
- Customized retirement plans for non-profit's and their employees
- Ongoing plan administration and compliance
* Fundraising, Planned Giving and Grant Management
- Financial guidance for fundraising campaigns
- Grant management and reporting assistance
* Financial Education and Training
- Workshops and seminars for non-profit staff
- Financial literacy programs for beneficiaries
* Strategic Financial Planning
- Long-term financial strategy development
- Budgeting and forecasting
* Investment Management
- Tailored investment strategies
- Portfolio management with a focus on socially responsible investments
* Endowment and Reserve Management
- Creation and management of endowment funds
- Reserve fund strategies for financial stability
* Retirement Planning
- Customized retirement plans for non-profit's and their employees
- Ongoing plan administration and compliance
* Fundraising, Planned Giving and Grant Management
- Financial guidance for fundraising campaigns
- Grant management and reporting assistance
* Financial Education and Training
- Workshops and seminars for non-profit staff
- Financial literacy programs for beneficiaries
Why would someone choose to work with you?
Straight forward yet holistic conversations about the future of your organization. I feel you have an obligation to those who you serve, your employees and your stakeholders to be operation with sustainability and the future sharply in focus.
Key words and additional details
Socially responsible investments, Non-profit portfolio management, Tailored investment strategies, Retirement Planning, Non-profit retirement plans, Retirement plan administration, Employee retirement benefits, 3(38) fiduciary, 3(16) fiduciary, fiduciary, Endowment fund management, Reserve fund strategies, Financial stability planning, endowment, planned-giving
