Director of People Operations
Heather knew in high school that HR/People Ops was where…
Chief Technology Officer
Duncan thinks that being Chief Technology Officer is exhilarating; he…
Relationship Manager - Baseball Division
Lori has worked in the financial industry for the past…
Relationship Manager
Mary has been in the Financial Services industry for over…
Relationship Manager
At BIP Wealth, Michel knows he is in a position…
Relationship Manager
Sydney has worked in the finance industry since graduating college.…
Chief Financial Officer
Darrick has spent much of his career in finance leadership…
Chief Operating Officer
The BIP Wealth team embodies some of Nate’s dearest values:…