Meet the Atlanta Team

Jeffrey Grossman, CFA

Jeffrey Grossman, CFA®

Portfolio Manager
Jeffrey is driven by the relationships he has created through…
Taylor Williams, Sr., CFP

Taylor Williams, Sr., CFP®

Personal Wealth Advisor
Taylor has been a CFP Professional since 1997 and has…
Bill Harris, CFP

Bill Harris, CFP®

Co-Founder and CEO
Bill has spent 30+ years in the financial services industry.…
Eric Cramer, CFP, CPA

Eric Cramer, CFP®, CFA®

Chief Investment Officer
Eric joined BIP Wealth in 2011 and has over two…
Duncan Meredith

Duncan Meredith

Chief Technology Officer
Duncan thinks that being Chief Technology Officer is exhilarating; he…
Charles Crowely, CFP, AIF

Charles Crowley, CFP® AIF®

Personal Wealth Advisor
Simply put, the relationships Charles builds with his clients and…

Dennis Booker

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

Heather Callahan

Director of People Operations
Heather knew in high school that HR / People Ops…

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