Engineered to perform.

Merlin Tolstyk CFA®

Portfolio Manager


FAVORITE QUOTE?
“Try not. Do or do not” – Yoda

WHAT’S THE BEST ASPECT OF WORKING FOR BIP?
That’s easy – the people. This is a wonderful collection of incredibly talented people that are both a joy to work with as well as determined to do the best for their clients.

WHAT DO YOU DO IN YOUR SPARE TIME?
I’m an avid wine collector and enthusiast with a nice cellar of old and new world gems. I enjoy getting down and dirty running obstacle course races. And if Bruce Springsteen is playing anywhere within the neighboring three states, you’ll find me there.

WHAT MAKES YOU PROUD OF WORKING HERE?
Knowing, and seeing, exactly how our efforts and hard work directly benefit the lives of our client by helping them achieve both financial security and their long-term aspirational goals.


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