Relationship Manager
An attorney by background, Marna has spent the last 7+…
Relationship Manager
Santi enjoys being in the position of helping individuals and…
Relationship Manager
Alongside experience working with both retail and institutional investors, JJ…
Relationship Manager
Kevin has spent the past 5 years of his career…
Relationship Manager
Lori has worked in the financial industry for the past…
Vice President – Strategic Growth
New BIP Wealth clients often onboard with Mark Parker, and…
Director of People Operations
Heather knew in high school that HR / People Ops…
Chief Technology Officer
Duncan thinks that being Chief Technology Officer is exhilarating; he…
