Relationship Manager
Ashley’s 10+ years in the financial industry, coupled with her…
Relationship Manager, The Money Advisor Group
Alex has spent the last 14 years helping take care…
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…
Chief Technology Officer
Duncan thinks that being Chief Technology Officer is exhilarating; he…
Vice President – Strategic Growth
New BIP Wealth clients often onboard with Mark Parker, and…
