Meet the Client Support Team

Alex Stevenson

Relationship Manager
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

Relationship Manager
Alongside experience working with both retail and institutional investors, JJ…
Kevin Hires

Kevin Hires

Relationship Manager
Kevin has spent the past 5 years of his career…
Mark Parker, CEPA

Mark Parker, CEPA®

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

Heather Callahan

Director of People Operations
Heather knew in high school that HR / People Ops…
Duncan Meredith

Duncan Meredith

Senior Vice President, Information Technology
Duncan thinks that being Senior Vice President of Information Technology…

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