Meet the Investment Operations Team

Zach Burrell

Zachary Burrell

Portfolio Manager
Zachary enjoys the opportunity to build lasting relationships while helping…
Mikhail Harmon

Mikhail Harmon

Portolio Manager
Mikhail is passionate about leveraging analytical thinking to create real-world…

Matt Speed

Portfolio Manager
Matt Speed is a Portfolio Manager with BIP Wealth. Matt has been in…

Jim Money, Jr., CFP®, ChFC®, CLU®

Manager, Columbus
Jim’s favorite thing about this business is the people—both clients…
Jeffrey Grossman, CFA

Jeffrey Grossman, CFA®

Portfolio Manager
Jeffrey is driven by the relationships he has created through…
Eric Cramer, CFP, CPA

Eric Cramer, CFP®, CFA®

Chief Investment Officer
Eric joined BIP Wealth in 2011 and has over two…
Steven Manfredonia

Steven Manfredonia

Director of Investment Operations
Steven has valued the opportunity to work with various financial…
Thomas Day, CFA

Thomas Day, CFA®

Portfolio Manager
There is a unique art to a portfolio manager’s role…

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