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Co-Founder and CEO
Bill has spent 30+ years in the financial services industry.…
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Chief Investment Officer
Eric joined BIP Wealth in 2011 and has over two…
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Chief Technology Officer
Duncan thinks that being Chief Technology Officer is exhilarating; he…
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Director of People Operations
Heather knew in high school that HR/People Ops was where…
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Chairman
Randy considers himself a career banker who retired in 2011.…
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Chief Operating Officer
The BIP Wealth team embodies some of Nate’s dearest values:…
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Chief Financial Officer
Darrick has spent much of his career in finance leadership…
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Chief Marketing Officer
Jenni enjoys spending time outdoors, walking her dog, and on…