Chief Investment Officer
Eric joined BIP Wealth in 2011 and has over two…
Relationship Manager
Mary has been in the Financial Services industry for over…
Associate Advisor
Matthew takes great pleasure in working at BIP Wealth because…
Personal Wealth Advisor
Kevin has spent the past 20 years in the financial…
Personal Wealth Advisor
Xavier has spent all of his professional career with BIP…
Personal Wealth Advisor
Mike has spent 17 years in the wealth management industry…
Portfolio Manager
Jeffrey is driven by the relationships he has created through…
Personal Wealth Advisor
With 20 yrs of experience in financial services, Aron takes…