Eric Cramer

Eric Cramer serves as Chief Investment Officer at BIP Wealth in Atlanta, GA, a role he has held since 2011. He oversees all aspects of portfolio strategy and investment management for the firm, managing solutions for affluent families and optimizing outcomes through advanced tax planning and evidence-based investment approaches. His responsibilities include leading discretionary investment programs and overseeing both public market and alternative asset allocations, with a focus on equities, fixed income, and private market investments such as private credit and private equity.

Prior to joining BIP Wealth, Eric was a Financial Consultant at Charles Schwab from 1997 to 2011, where he advised clients on asset allocation and retirement planning. Over his more than two decades in the industry, Eric has developed expertise in portfolio construction, risk management, and holistic wealth management solutions for high-net-worth households. He is recognized for his commitment to the highest standards of integrity and professional excellence within the investment management sector.

Eric holds both an MBA in Finance and a BS in Human Resources from Virginia Tech. In addition to his academic achievements, he is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Chartered Financial Analyst® (CFA®), marking him as a leader in rigorous investment research and fiduciary standards. Through his tenure at BIP Wealth, Eric has contributed significantly to the firm's growth in assets under management and helped shape portfolio strategies that incorporate both public securities and alternative assets for diversified wealth creation.