Thomas Day Joins BIP Wealth. Thomas E. Day, Jr., CFA, has joined BIP as a Portfolio Manager. Prior to joining BIP, Thomas spent over ten years at SunTrust Banks, Inc. where he spent two years as a PAM Portfolio Specialist and eight years as Vice President—Investment Portfolio Manager I. Thomas’s primary responsibilities at BIP include portfolio management and securities trading for client investment portfolios, and assisting in the implementation and management of a number of proprietary BIP investment strategies.
Thomas is a 2005 graduate of Furman University (B.A., Economics) and holds the Chartered Financial Analyst® designation.
Jim Poole to Assume Advisory Role in BIP Professional Athlete Practice. Effective January 1, 2017, James R. Poole will move from BIP portfolio management to assume an advisory role in BIP’s growing professional athlete practice. In BIP’s early years, Jim played a key role in securities trading at the firm. He returned to BIP this year for a one-year assignment in portfolio management.
In his new role at BIP Jim will participate in the continued growth and development of BIP’s professional athlete practice, focusing primarily on major league baseball players, and likewise play an advisory role for current and former professional athletes who become clients of the firm. Jim is a graduate of Georgia Tech (electrical engineering) where he was a stellar student and standout relief pitcher. After Tech, Jim spent eleven years in the majors as a relief pitcher, including two World Series appearances.
About BIP Wealth
Founded in 2007 in Atlanta, BIP Wealth is committed to improving the financial lives of its clients, enabling them to lead more fulfilling, productive lives. We do this by implementing innovative, highly personalized planning and investment strategies, applying state of the art technology, and delivering exceptional client service. To obtain more information about our firm, we invite you to visit our website at www.buckheadinvestments.com, or contact Adrienne Johnston, Vice President – Operations, at 404.495.5230 or email@example.com.