Caleb enjoys being part of a team focused on growth—both organic and inorganic—and is passionate about bringing people together to help build a firm that makes a meaningful difference in clients’ lives. He plays an active role in welcoming like-minded wealth managers to BIP Wealth and is committed to ensuring their transition and ongoing experience are collaborative, thoughtful, and positive.
Outside of work, Caleb prioritizes time with his family and enjoys the occasional round of golf, trips to the beach—Nantucket being a favorite—and a good glass of wine. His hidden talent is cooking!
Caleb lives in Boston’s South End with his wife, Jaclyn, and their two children, Summer and Shep.
