Meet the Client Support Team

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…
JJ Boot

JJ Boot

Relationship Manager
Alongside experience working with both retail and institutional investors, JJ…

Kevin Hires

Relationship Manager
Kevin has spent the past 5 years of his career…
Chase Murray

Chase Murray, SE-AWMA™

Business Development Officer
As a former professional baseball player, Chase enjoys being in…
Duncan Meredith

Duncan Meredith

Chief Technology Officer
Duncan thinks that being Chief Technology Officer is exhilarating; he…
Mark Parker, CEPA

Mark Parker, CEPA®

Vice President – Strategic Growth
New BIP Wealth clients often onboard with Mark Parker, and…
Heather Callahan

Heather Callahan

Director of People Operations
Heather knew in high school that HR / People Ops…

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