Relationship Manager
An attorney by background, Marna has spent the last 7+…
Relationship Manager
Santi enjoys being in the position of helping individuals and…
Relationship Manager
Alongside experience working with both retail and institutional investors, JJ…
Relationship Manager
Kevin has spent the past 5 years of his career…
Wealth Consultant
As a former professional baseball player, Chase enjoys being in…
Personal Wealth Advisor
Mike has spent 17+ years in the wealth management industry…
Vice President – Strategic Growth
New BIP Wealth clients often onboard with Mark Parker, and…
Director of People Operations
Heather knew in high school that HR / People Ops…
