About
Jeffrey Grossman, CFA, is a Portfolio Manager at BIP Wealth, LLC in Atlanta, Georgia, where he leads investment strategy and oversees diversified portfolio management for clients ranging from successful professionals and business managers to retirees and professional athletes. At BIP Wealth, he focuses on constructing globally diversified portfolios utilizing public market securities, including mutual funds, ETFs, and individual bonds, with an emphasis on tax efficiency, risk management, and valuation-driven asset selection.
Grossman’s investment expertise spans equity, fixed income, ETF and index options, and derivative strategies, drawing on his prior roles as Senior Financial Analyst for derivatives at Resolution Life U.S. Limited and as Portfolio Strategist at Littany Lane Investments. He has experience in equity research, product analysis, and options strategy implementation, and has contributed to innovative portfolio solutions and investment committee leadership throughout his career.
He holds a Master of Business Administration from DePaul Driehaus College of Business and a Bachelor of Business Administration from the University of Iowa Tippie College of Business. Grossman is a Chartered Financial Analyst (CFA) charterholder and Certified Public Accountant (CPA), underscoring his commitment to the highest professional standards in investment analysis and ethical practice.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| BIP Wealth | Portfolio Manager | Jun 2021 to Present | Many firms say they can manage your wealth. Few can create it. At BIP Wealth, we do both.
While other firms focus on selling, we are relentlessly focused on the science of investing. We are a Wealth ... |
| RESOLUTION LIFE U.S. LIMITED | Senior Financial Analyst - Derivatives | Jan 2020 to Jan 2021 | — |
| Littany Lane Investments | Portfolio Strategist | Jan 2009 to Jan 2020 | Littany Lane works with high-net-worth families & organizations to meet long-range investment and financial needs.
Financial/Investment Consultant
• Investment consulting, external manager due dilige... |
| Fiduciary Asset Management | Investment Product Analyst and Operations | Jan 2004 to Jan 2008 | Assisted PMs with investment strategy (equity, ETF and index options) and implementation after researching, analyzing and recommending equity securities for inclusion into portfolio. Led pricing comm... |
| Globetrotters Engineering Corporation | Director of Business Operations and Management | Jan 2002 to Jan 2004 | Led a staff of 20 direct reports - property managers, work order desk, accounting staff and office personnel.
Reduced vendor accounts receivable 40% after implementing operational process improvement... |
| The BRUT ECN | Institutional Sales and Relationship Manager | Jan 2000 to Jan 2002 | Institutional sales and support for a customizable NASDAQ front-end trading application to broker-dealer and investment banking clientele. |
| Chicago Board Options Exchange (CBOE) | Equity Options Market-Maker | Jan 1994 to Jan 2001 | Proprietary equity and index option floor trading, utilizing option strategy theory, portfolio and risk management, equity analysis, financial statement analysis, and synthesis of daily macro-economic... |
| Checkers Simon & Rosner | CPA | Jan 1987 to Jan 1994 | Audit, financial analysis, tax and consulting services provided to clients focused within the Securities & Commodity, Broker/Dealer, and Trading Partnership areas.
Reviewed tax-savings strategies wit... |
Education
DePaul Driehaus College of Business
1990 — 1993
University of Iowa
1982 — 1986
The University of Iowa Tippie College of Business
Skills & Expertise
Others at Bip Wealth, LLC (3)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager | Atlanta, GA , United States |
 | Chief Investment Officer | Atlanta, GA , United States |
 | Portfolio Manager | Atlanta, GA , United States |
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