BIP Wealth
Jeffrey Grossman is the Portfolio Manager at BIP Wealth. Prior to this, they were a Senior Financial Analyst - Derivatives at RESOLUTION LIFE U.S. LIMITED from January 2020 to December 2021. From January 2004 to December 2008, they were at Fiduciary Asset Management as an Investment Product Analyst/Operations where they assisted PMs with investment strategy (equity, ETF and index options) and implementation after researching, analyzing and recommending equity securities for inclusion into portfolio. Jeffrey led the pricing committee and was a member of strategy committee.
Jeffrey has also worked as the Director of Business Operations/Management at Globetrotters Engineering Corporation from January 2002 to December 2004.
Jeffrey Grossman has a Master of Business Administration from the DePaul Driehaus College of Business, a Bachelor of Business Administration from the University of Iowa Tippie College of Business, and certification from Coursera in Investment Management and Business and Financial Modeling. Jeffrey is also a Chartered Financial Analyst charterholder from the CFA Institute and a Certified Public Accountant from the AICPA.
BIP Wealth
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.