Profiel
William Joseph Harris is the founder and CEO of BIP Wealth LLC since 2007.
He has worked as a Managing Director at Schwab Private Client Investment Advisory, Inc. and as a Relationship Manager at US Trust.
Mr. Harris has an undergraduate degree from Georgia Institute of Technology and an MBA from J.
Mack Robinson College of Business.
Actieve functies van Bill Harris
| Bedrijven | Functie | Begin |
|---|---|---|
BIP Wealth LLC
 BIP Wealth LLC Investment ManagersFinance BIP Wealth LLC (BIP) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Mark Buffington and Bill Harris in 2007 as Buckhead Investment Partners LLC. BIP provides investment advice to individuals, trusts, estates and various entities (such as corporations, partnerships and limited liability companies) through which individuals and families hold investment assets. | Algemeen Directeur | 01-01-2007 |
Eerdere bekende functies van Bill Harris
| Bedrijven | Functie | Einde |
|---|---|---|
Schwab Private Client Investment Advisory, Inc.
 Schwab Private Client Investment Advisory, Inc. Investment ManagersFinance Part of The Charles Schwab Corp., Schwab Private Client Investment Advisory, Inc. is a financial services company that offers digital account monitoring, investment management, and trading services through Schwab.com and the Schwab mobile app. Schwab Private Client Investment Advisory is based in San Francisco, CA. The company also provides retirement account advice through their Roth vs. Traditional IRA Calculator and promotes the benefits of including fixed income in investment portfolios. | Corporate Officer/Principal | - |
| US Trust | Corporate Officer/Principal | - |
Opleiding van Bill Harris
| Georgia Institute of Technology | Undergraduate Degree |
| J. Mack Robinson College of Business | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
| US Trust | Finance |
BIP Wealth LLC
BIP Wealth LLC Investment ManagersFinance BIP Wealth LLC (BIP) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Mark Buffington and Bill Harris in 2007 as Buckhead Investment Partners LLC. BIP provides investment advice to individuals, trusts, estates and various entities (such as corporations, partnerships and limited liability companies) through which individuals and families hold investment assets. | Finance |
Schwab Private Client Investment Advisory, Inc.
Schwab Private Client Investment Advisory, Inc. Investment ManagersFinance Part of The Charles Schwab Corp., Schwab Private Client Investment Advisory, Inc. is a financial services company that offers digital account monitoring, investment management, and trading services through Schwab.com and the Schwab mobile app. Schwab Private Client Investment Advisory is based in San Francisco, CA. The company also provides retirement account advice through their Roth vs. Traditional IRA Calculator and promotes the benefits of including fixed income in investment portfolios. | Finance |
