Meet the Client Support Team

Heather Callahan

Heather Callahan

Director of People Operations
Heather knew in high school that HR / People Ops…
Mark Parker, CEPA

Mark Parker, CEPA®

Vice President – Strategic Growth
New BIP Wealth clients often onboard with Mark Parker, and…
Duncan Meredith

Duncan Meredith

Chief Technology Officer
Duncan thinks that being Chief Technology Officer is exhilarating; he…
Lori Boykin

Lori Boykin

Relationship Manager
Lori has worked in the financial industry for the past…
Mary Pemberton

Mary Pemberton

Relationship Manager
Mary has been in the Financial Services industry for over…
Dan McDonald

Dan McDonald

Director of Product
Dan enjoys being inspired by the incredible staff at BIP…
Jason Shinn

Jason Shinn

Senior Software Developer
Jason has spent the last 20 years working for small…
Randy Carroll

Randy Carroll

Chairman
Randy considers himself a career banker who retired in 2011.…

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