Meet the Client Services Team

Shelby Perkins Triick

Relationship Manager
Shelby has spent the past 25 years—12 in Financial Services—building…
Mollie Hagerty

Mollie Hagerty

Relationship Manager
Mollie is a Relationship Manager at BIP with 4+ of…

Liz Patterson

Relationship Manager
Liz joined BIP Wealth after participating in the firm’s inaugural…

Loring Scott

Marketing & Events Coordinator
Loring brings a diverse professional background to her role, with…
Ashley Ricci

Ashley Ricci

Relationship Manager
Ashley's 10+ years in the financial industry, coupled with her…

Alex Stevenson

Relationship Manager
Alex has spent the last 14 years helping take care…
Marna Friedman

Marna Friedman

Relationship Manager
An attorney by background, Marna has spent the last 7+…
Santi Montiel

Santi Montiel

Relationship Manager
Santi enjoys being in the position of helping individuals and…

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