Chief Development Officer
Caleb enjoys being part of a team focused on growth—both…
Co-Founder and CEO
Bill has spent 30+ years in the financial services industry.…
Chief Investment Officer
Eric joined BIP Wealth in 2011 and has over two…
Senior Vice President, Information Technology
Duncan thinks that being Senior Vice President of Information Technology…
Director of People Operations
Heather knew in high school that HR / People Ops…
Chairman
Randy considers himself a career banker who retired in 2011.…
Chief Operating Officer
The BIP Wealth team embodies some of Nate’s dearest values:…
Chief Financial Officer
Darrick has spent much of his career in finance leadership…
