Bison Wealth Enhances Team with Key Private Bank Experts
Bison Wealth Welcomes New Team Members
Bison is thrilled to announce that it is expanding with a remarkable new team. This latest addition comes from the esteemed Key Private Bank, marking a significant step for the firm.
Meet the New Members
Under the leadership of Senior Managing Director and Partner Tom Scaturro, Bison has successfully onboarded Anthony Lourido, Janet Shamblin, and Ramona Waddell. This talented group has a proven track record of serving the complex financial needs of high-net-worth individuals, families, businesses, and charitable organizations.
Exemplary Service & Experience
With a combined portfolio exceeding $600M in assets under advisement, this team has built a reputation for delivering exceptional service. Janet Shamblin and Tony Lourido express their excitement, stating, “We are eager to continue offering tailored investment solutions that meet our clients' financial objectives.” Their extensive experience will truly enhance Bison's service levels.
Anticipated Growth for Bison Wealth
Bison's Tom Scaturro has been pivotal in expanding the firm's capabilities this year. Looking forward to 2025, Bison is anticipating further growth. A new office will soon be opening in The Lost Tree Village Financial Center, which will solidify their presence.
Building a Stronger Future
CIO Justin Boller shared his enthusiasm, welcoming Tony, Janet, and Ramona to the Bison family. He recognizes the invaluable experience they bring, particularly in managing ultra and high-net-worth families, stating they will be a great asset.
A Boutique Wealth Management Firm
Bison is known as a boutique wealth management firm, backed by Bison Holdings, led by Brad Ball, the Founder of Teton Capital Partners, and East Asset Management, the family office of Terry and Kim Pegula. Over the span of the last three years, Bison Holdings has been very active, executing numerous acquisitions and lift-outs.
Commitment to Advisory Services
It's important for clients to know that advisory services are provided by Bison Wealth, LLC, which is an SEC-registered investment adviser. While the registration emphasizes that the firm follows regulatory standards, it does not imply a specific level of skill or training. For further details, clients can find comprehensive information in Bison's Form ADV.
Frequently Asked Questions
What is the significance of the new team joining Bison?
The new members bring considerable expertise in managing complex portfolios for high-net-worth individuals and families, enhancing Bison's service offerings.
How much experience does the new team have?
The team has extensive experience in wealth management, with a track record of managing over $600M in assets under advisement.
What are Bison's plans for 2025?
Bison anticipates further growth and will open a new office in The Lost Tree Village Financial Center to better serve its clients.
Who leads Bison Holdings?
Bison Holdings is led by Brad Ball, alongside East Asset Management, allowing for a solid foundation in the wealth management sector.
How can I learn more about Bison's services?
Clients can find additional information on Bison's advisory services and regulatory details in their Form ADV, which is accessible through their website.
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