Steven Manfredonia

Investment Operations Manager

Steven has valued the opportunity to work with various financial services and wealth management teams for over 20 years. The skills and experiences he has gained with every organization with which he has worked have contributed towards his goal of understanding the needs of investors and colleagues so that value-added collaboration can be achieved. Steven is proud to be aligned with the breadth of intellectual capital and business expertise at BIP Wealth.

Outside of BIP Wealth, Steven loves spending time on the move; either in the great outdoors, or pursuing random adventures with his son. Sports, discovering new events, and staying active are some of his top priorities. Supporting others and lending a hand, or some insight, is always top of mind when opportunities arise.

Steven currently resides in the Sandy Springs area with his son.


  • BA – Augusta University

Prior Professional Experience

  • Business Development Manger – RAA/Allworth
  • Branch Manager – TD Ameritrade
  • Branch Service Manager – Fidelity Investments
  • Branch Manager – Charles Schwab

Associations and Affiliations

  • Non-Profit Board Volunteer
  • Childhood Development – Education, Special Needs, Family Support

Licenses and Registrations

  • Series 65
  • State of Georgia Insurance License