Portfolio Manager
Jeffrey is driven by the relationships he has created through…
Personal Wealth Advisor
Mike has spent 17+ years in the wealth management industry…
Personal Wealth Advisor
Xavier has spent all of his professional career with BIP…
Personal Wealth Advisor
Kevin has spent the past 20+ years in the financial…
Associate Advisor
Matthew takes great pleasure in working at BIP Wealth because…
Personal Wealth Advisor
Andy has been in the investment industry for over 20…
Senior Software Developer
Jason has spent the last 20 years working for small…
Associate Advisor
In his role with BIP Wealth, Drew loves being able…
