
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
Xavier has spent all of his professional career with BIP…

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…

Personal Wealth Advisor
Dennis has spent 23+ years learning from and helping clients…