Bison Hires BNY Mellon Wealth Management Principal
Bison Wealth has expanded its
"I am honored and excited to join a firm like Bison Wealth that exemplifies forward-thinking individuals along with cutting-edge resources and strategies. I know this firm will support my personal growth and expand resources and capabilities for my clients," says
Bison has onboarded multiple teams this year and more growth is expected for 2025. Bison brought
"Jim is an excellent addition to our firm and brings a wealth of knowledge and experience to the Bison family." Bison founder
Bison is a boutique wealth management firm backed by East Asset Management, the family office of Terry and Kim Pegula, established with the principle that individuals and families can benefit from the knowledge, experience and creativity of our founders and partners. The core tenets "plan, protect and prosper" frame the Bison approach to wealth management.
Investment Advisory services are provided by Bison Wealth, LLC an investment adviser registered the SCE under the Investment Advisers Act of 1940. Registration does not imply a certain level of skill or training. More information about Bison can be found www,sec.info.gov.
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SOURCE Bison Holdings LLC
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