Meet the Investment Operations Team

Jim Money, Jr., CFP®, ChFC®, CLU®

Manager, The Money Advisor Group
Jim’s favorite thing about this business is the people—both clients…

Grady O’Gara

Portfolio Manager
Grady loves all things outdoors, from golfing to landscaping and…

Jeffrey Grossman, CFA®

Portfolio Manager
Jeffrey is driven by the relationships he has created through…

Eric Cramer, CFP®, CFA®

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

Steven Manfredonia

Investment Operations Manager
Steven has valued the opportunity to work with various financial…

Thomas Day, CFA®

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

Darius Hicks, CFA®

Portfolio Manager
Darius has spent over 10 ten years helping individuals and…

 Join the BIP Family

Join the team that's shaping the future of wealth management.