Meet the Leadership Team

Caleb Smith, CFP®, CFA®

Chief Development Officer
Caleb enjoys being part of a team focused on growth—both…
Bill Harris, CFP

Bill Harris, CFP®

Co-Founder and CEO
Bill has spent 30+ years in the financial services industry.…
Eric Cramer, CFP, CPA

Eric Cramer, CFP®, CFA®

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

Duncan Meredith

Senior Vice President, Information Technology
Duncan thinks that being Senior Vice President of Information Technology…
Heather Callahan

Heather Callahan

Director of People Operations
Heather knew in high school that HR / People Ops…
Mark Parker, CEPA

Mark Parker, CEPA®

Vice President – Strategic Growth
New BIP Wealth clients often onboard with Mark Parker, and…
Randy Carroll

Randy Carroll

Chairman
Randy considers himself a career banker who retired in 2011.…
Nate Smith

Nate Smith

Chief Operating Officer
The BIP Wealth team embodies some of Nate's dearest values:…

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