At BIP Wealth, they concentrate on both. Clients grow assets at BIP Wealth. Founded in 2007, the firm, previously known as Buckhead Investment Partners, provides highly tailored wealth-management services for successful professionals, business managers, corporate executives, professional athletes, and those planning for or already enjoying retirement.

Finance

BIP Wealth

BIP Wealth's headquarters in Atlanta, GA, United States

Bill Harris

Jacob May

Ashley Arrington

Andrew Somoza

Nate Smith

Jenni Brown

Darrick Alford

Duncan Meredith

Eric Cramer

Randy Carroll

The Client Relationship Team at BIP Wealth focuses on maintaining and enhancing client satisfaction by providing personalized wealth-management services. This team of Associate Advisors, Relationship Managers, and Personal Wealth Advisors work closely with clients to develop and implement tailored financial strategies, ensuring their assets grow and financial goals are achieved. They build strong, lasting relationships with clients, handling their specific needs and addressing any concerns promptly and effectively.

Client Relationship Team

The Leadership Team at BIP Wealth is responsible for setting the strategic direction and vision of the firm. Comprising key executives across finance, technology, operations, and business development, this team oversees the implementation of tailored wealth management services, ensuring that they meet the unique needs of their diverse clientele while fostering sustainable growth and innovation within the company. Their collaborative efforts align with BIP Wealth’s commitment to delivering exceptional client experiences and robust financial performance.

Leadership Team

The Portfolio Management Team at BIP Wealth is responsible for developing and implementing personalized investment strategies for clients, managing asset allocation, monitoring market trends, and optimizing portfolios to achieve financial goals. Comprising three Portfolio Managers and an Investment Operations Manager, the team ensures seamless execution and continuous oversight of investment activities.

Portfolio Management Team

The Software Development Team at BIP Wealth designs and implements advanced software solutions to streamline wealth management services. Leveraging their expertise in full-stack development, the team works on building secure, scalable, and innovative digital tools to enhance client experience and optimize operational efficiency.

BIP Wealth

Org chart

Board & advisors

Teams

Client Relationship Team

Leadership Team

Portfolio Management Team

Software Development Team

Offices

BIP Wealth

Org chart

Board & advisors

Teams

Client Relationship Team

Leadership Team

Portfolio Management Team

Software Development Team

Offices

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