Portfolio Manager
Manager, The Money Advisor Group
Jim’s favorite thing about this business is the people—both clients…
Portfolio Manager
Jeffrey is driven by the relationships he has created through…
Chief Investment Officer
Eric joined BIP Wealth in 2011 and has over two…
Investment Operations Manager
Steven has valued the opportunity to work with various financial…
Portfolio Manager
There is a unique art to a portfolio manager’s role…
Portfolio Manager
Darius has spent over 10+ years helping individuals and families…
