Meet the Atlanta Team

Jason Shinn

Jason Shinn

Senior Software Developer
Jason has spent the last 20 years working for small…
Drew Malone, CFP, CPA

Drew Malone, CFP®, CPA

Associate Advisor
In his role with BIP Wealth, Drew loves being able…
Steven Manfredonia

Steven Manfredonia

Investment Operations Manager
Steven has valued the opportunity to work with various financial…
Ross Hughes, CFP

Ross Hughes, CFP®

Personal Wealth Advisor
Ross has spent the last 15 years in the industry…
Dan McDonald

Dan McDonald

Director of Product
Dan enjoys being inspired by the incredible staff at BIP…
Randy Carroll

Randy Carroll

Chairman
Randy considers himself a career banker who retired in 2011.…
Nate Smith

Nate Smith

Chief Operating Officer
The BIP Wealth team embodies some of Nate’s dearest values:…
Michel Cowdery

Michel Cowdery

Relationship Manager
At BIP Wealth, Michel knows he is in a position…

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