Personal Wealth Advisor
Simply put, the relationships Charles builds with his clients and…
Portfolio Manager
There is a unique art to a portfolio manager’s role…
Personal Wealth 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…
Personal Wealth Advisor
Ross has spent the last 15 years in the industry…
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:…
