![Marna Friedman](data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==)
Relationship Manager
An attorney by background, Marna has spent the last 7+…
![Santi Montiel](data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==)
Relationship Manager
Santi enjoys being in the position of helping individuals and…
![JJ Boot](data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==)
Relationship Manager
Alongside experience working with both retail and institutional investors, JJ…
![](data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==)
Relationship Manager
Kevin has spent the past 5 years of his career…
![Chase Murray](data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==)
Business Development Officer
As a former professional baseball player, Chase enjoys being in…
![Duncan Meredith](data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==)
Chief Technology Officer
Duncan thinks that being Chief Technology Officer is exhilarating; he…
![Mark Parker, CEPA](data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==)
Vice President – Strategic Growth
New BIP Wealth clients often onboard with Mark Parker, and…
![Heather Callahan](data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==)
Director of People Operations
Heather knew in high school that HR / People Ops…