Bison Wealth Management Expands with Key Private Bank Team in Palm Beach
Bison Wealth Management is making headlines again as they expand their presence in Florida by welcoming a high-profile team from Key Private Bank. Led by Senior Managing Director and Partner Tom Scaturro, the new recruits include experienced financial professionals Anthony Lourido, Janet Shamblin, and Ramona Waddell, who together possess a wealth of expertise in managing the intricate portfolios of high-net-worth individuals, families, businesses, retirees, and charitable organizations.
Over the years, this formidable trio has efficiently handled a portfolio exceeding $600 million in assets under advisement, demonstrating their capability in delivering exceptional financial services.
"We are thrilled to join Bison Wealth, where we can continue our mission of providing exceptional client service and tailor-made investment solutions that meet our clients' financial aspirations," noted Janet Shamblin and Tony Lourido, expressing their enthusiasm about their new home.
The incoming team is well-versed in portfolio management, trust services, and client service, which they aim to leverage to provide sophisticated and thoughtful advice to their clients. Their extensive background positions them as key players in Bison's strategy to cater to the financial needs of affluent clients.
Bison Holdings, the umbrella corporation for Bison Wealth Management, has shown consistent growth by integrating multiple teams throughout the year. This strategic growth initiative is expected to continue into 2025, with a new physical office slated to open in the Lost Tree Village Financial Center in Palm Beach this January.
CIO Justin Boller expressed excitement over the new addition, stating, "We are delighted to welcome Tony, Janet, and Ramona to the herd. Their profound experience with ultra-high-net-worth families will undoubtedly enhance our service capabilities and strengthen our offerings at Bison Wealth."
Bison Holdings is recognized as a boutique wealth management firm, supported by reputable industry figures including Brad Ball, the founder of Teton Capital Partners, along with East Asset Management, the family office of well-known sports figures Terry and Kim Pegula. Over the past three years, Bison Holdings has engaged in numerous acquisitions and lift-outs, significantly bolstering its market presence.
Notably, advisory services are provided by Bison Wealth, LLC, which is registered as an investment adviser with the Securities and Exchange Commission (SEC).
To conclude, Bison Wealth Management's latest expansion reflects its commitment to enhancing services for their clients, especially those in the high-net-worth segment, with a focus on delivering personalized financial solutions that achieve their investment goals. The ongoing strategic moves by the firm suggest a promising future as they continue to pave their path in the wealth management landscape.
Over the years, this formidable trio has efficiently handled a portfolio exceeding $600 million in assets under advisement, demonstrating their capability in delivering exceptional financial services.
"We are thrilled to join Bison Wealth, where we can continue our mission of providing exceptional client service and tailor-made investment solutions that meet our clients' financial aspirations," noted Janet Shamblin and Tony Lourido, expressing their enthusiasm about their new home.
The incoming team is well-versed in portfolio management, trust services, and client service, which they aim to leverage to provide sophisticated and thoughtful advice to their clients. Their extensive background positions them as key players in Bison's strategy to cater to the financial needs of affluent clients.
Bison Holdings, the umbrella corporation for Bison Wealth Management, has shown consistent growth by integrating multiple teams throughout the year. This strategic growth initiative is expected to continue into 2025, with a new physical office slated to open in the Lost Tree Village Financial Center in Palm Beach this January.
CIO Justin Boller expressed excitement over the new addition, stating, "We are delighted to welcome Tony, Janet, and Ramona to the herd. Their profound experience with ultra-high-net-worth families will undoubtedly enhance our service capabilities and strengthen our offerings at Bison Wealth."
Bison Holdings is recognized as a boutique wealth management firm, supported by reputable industry figures including Brad Ball, the founder of Teton Capital Partners, along with East Asset Management, the family office of well-known sports figures Terry and Kim Pegula. Over the past three years, Bison Holdings has engaged in numerous acquisitions and lift-outs, significantly bolstering its market presence.
Notably, advisory services are provided by Bison Wealth, LLC, which is registered as an investment adviser with the Securities and Exchange Commission (SEC).
To conclude, Bison Wealth Management's latest expansion reflects its commitment to enhancing services for their clients, especially those in the high-net-worth segment, with a focus on delivering personalized financial solutions that achieve their investment goals. The ongoing strategic moves by the firm suggest a promising future as they continue to pave their path in the wealth management landscape.
Topics Financial Services & Investing）
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