Meet the Client Support Team

Ashley Ricci

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

Alex Stevenson

Relationship Manager, The Money Advisor Group
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…
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…
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…

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