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

Bill Harris

Heather Callahan

Justin Yost

Drew Malone

Matt Hand

Hannah Morris

Charles A. Crowley

Ross Hughes

Mason Porritt

Ashley Arrington

Xavier Herschberg

Michael Sorrow

J.P. Scott

Forrest Robertson

Taylor Williams

John Ray

Dennis Booker

Michael Brocker

Marcia Mayoue

Aron Riddle

Andy Bunch

Kevin Walker

Andrew Somoza

Nate Smith

Mark Parker

Jenni Brown

Darrick Alford

Duncan Meredith

Jacob May

Eric Cramer

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

Client Relationship Team

Leadership Team

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Portfolio Management Team

About

Team members

Other teams at BIP Wealth

Client Relationship Team

Leadership Team

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Portfolio Management Team

About

Team members

Other teams at BIP Wealth

Client Relationship Team

Leadership Team

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