Bill Harris

Chief Executive Officer at BIP Wealth LLC

Finance

Consumer Services

Profile

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.

Bill Harris active positions

Companies	Position	Start
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.	Chief Executive Officer	2006-12-31

All active positions of Bill Harris

Former positions of Bill Harris

Companies	Position	End
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	-

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Training of Bill Harris

Georgia Institute of Technology	Undergraduate Degree
J. Mack Robinson College of Business	Masters Business Admin

Experiences
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Linked companies

Private companies	3
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
US Trust	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

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