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

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

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

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

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

Chief Operating Officer
The BIP Wealth team embodies some of Nate’s dearest values:…

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

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