Bison Holdings Unites Wealth Management Firms for Enhanced Services and Growth Opportunities
On January 1, 2025, Bison Holdings initiated a significant transformation in the wealth management arena by merging its two operating companies, Bison Wealth and Bison Advisors, into a single entity known as Bison Wealth. This strategic move not only integrates their strengths but also aims to create a more formidable player in the burgeoning wealth management industry.
Historically, Bison Wealth has catered predominantly to private wealth clients, while Bison Advisors has specialized in wealth advisory services. The merger is set to bring forth a comprehensive suite of services that address both the needs of private wealth clients and the wealth advisory sector. This combination of expertise, technology, and resources is expected to facilitate scalable growth and further boost the firm's market position.
Brad Ball, the founder of Bison Holdings, expressed confidence in this consolidation, noting that the new Bison Wealth, which will boast approximately $3 billion in assets under management (AUM) and assets under administration (AUA), is excellently positioned to leverage its resources for accelerated growth. As part of this leadership transition, Greg Wright, the former CEO of Bison Advisors, and Justin Boller, the Chief Investment Officer of Bison Wealth, will lead the newly formed company as co-CEOs. Additionally, Tom Scaturro has been appointed as President of Private Wealth, while Victor Wilkerson will take on the role of President of Wealth Advisory.
Justin Boller, now serving as the CEO, noted, "We are excited to consolidate our talented teams. This merger allows us to utilize our combined resources and expertise effectively to improve the journey and outcomes for our employees, advisors, and most importantly, our clients."
Furthermore, Bison Holdings has expanded rapidly, onboarding multiple teams across key cities, including Philadelphia, New York, and Florida, in the previous year. As they anticipate even greater growth in 2025, this merger is considered a natural evolution in Bison's strategic trajectory as a leading integrator of investment advisory firms. Greg Wright emphasized the goal of empowering advisors to enhance their practices while ensuring client retention and attracting top talent.
Bison Wealth operates as a boutique wealth management firm and is under the auspices of Bison Holdings, which also includes prominent sponsors like Teton Capital Partners led by Brad Ball and East Asset Management, the family office of well-known figures Terry and Kim Pegula. Their advisory services are provided by Bison Wealth, LLC, an SEC-registered investment adviser, emphasizing that registration does not imply any specific level of skill or training.
As the wealth management sector continues to evolve, mergers like this can significantly improve service offerings and client outcomes. Bison Wealth’s commitment to enhancing its capabilities through this merger underlines its intentions of rising as a key player in the financial services landscape. Detailed information about Bison can be accessed through their ADV at advisorinfo.sec.gov.
Historically, Bison Wealth has catered predominantly to private wealth clients, while Bison Advisors has specialized in wealth advisory services. The merger is set to bring forth a comprehensive suite of services that address both the needs of private wealth clients and the wealth advisory sector. This combination of expertise, technology, and resources is expected to facilitate scalable growth and further boost the firm's market position.
Brad Ball, the founder of Bison Holdings, expressed confidence in this consolidation, noting that the new Bison Wealth, which will boast approximately $3 billion in assets under management (AUM) and assets under administration (AUA), is excellently positioned to leverage its resources for accelerated growth. As part of this leadership transition, Greg Wright, the former CEO of Bison Advisors, and Justin Boller, the Chief Investment Officer of Bison Wealth, will lead the newly formed company as co-CEOs. Additionally, Tom Scaturro has been appointed as President of Private Wealth, while Victor Wilkerson will take on the role of President of Wealth Advisory.
Justin Boller, now serving as the CEO, noted, "We are excited to consolidate our talented teams. This merger allows us to utilize our combined resources and expertise effectively to improve the journey and outcomes for our employees, advisors, and most importantly, our clients."
Furthermore, Bison Holdings has expanded rapidly, onboarding multiple teams across key cities, including Philadelphia, New York, and Florida, in the previous year. As they anticipate even greater growth in 2025, this merger is considered a natural evolution in Bison's strategic trajectory as a leading integrator of investment advisory firms. Greg Wright emphasized the goal of empowering advisors to enhance their practices while ensuring client retention and attracting top talent.
Bison Wealth operates as a boutique wealth management firm and is under the auspices of Bison Holdings, which also includes prominent sponsors like Teton Capital Partners led by Brad Ball and East Asset Management, the family office of well-known figures Terry and Kim Pegula. Their advisory services are provided by Bison Wealth, LLC, an SEC-registered investment adviser, emphasizing that registration does not imply any specific level of skill or training.
As the wealth management sector continues to evolve, mergers like this can significantly improve service offerings and client outcomes. Bison Wealth’s commitment to enhancing its capabilities through this merger underlines its intentions of rising as a key player in the financial services landscape. Detailed information about Bison can be accessed through their ADV at advisorinfo.sec.gov.
Topics Financial Services & Investing）
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