Associate Advisor
In his role with BIP Wealth, Drew loves being able…
Personal Wealth Advisor
JP has spent 20+ years striving to constantly improve his…
Director of Investment Operations
Steven has valued the opportunity to work with various financial…
Director of Product
Dan enjoys being inspired by the incredible staff at BIP…
Chairman
Randy considers himself a career banker who retired in 2011.…
Chief Operating Officer
The BIP Wealth team embodies some of Nate’s dearest values:…
Relationship Manager
At BIP Wealth, Michel knows he is in a position…
Portfolio Manager
There is a unique art to a portfolio manager’s role…
