Affiliates
Strategic Partnership

About
Advisory Services
Locations
Insights
Contact

Advisor Login Client Login

Advisor Login Client Login

Advisor Login Client Login

About
Advisory Services
Locations
Insights
Contact

Advisor Login Client Login

About Bison Wealth

Empowering individuals and families to build a lasting legacy.

Our Culture

We created Bison with a vision that families benefit from 3 simple concepts. Plan, Protect, and Prosper. Bison was founded by The Terry and Kim Pegula Family Office known as East Asset Management in conjunction with operating partner Teton Capital Partners founded by Brad Ball and his team of executives.

As Terry Pegula rose from petroleum engineer to Billionaire Oil and Gas Entrepreneur, Philanthropist, and Professional Sports Team Owner the family was amazed to see all the products, services, and capabilities that became available to them. Bison seeks to make these family office tools available to Bison clients.

View Our Leadership

bison-bg-1

Shae Amerson

Manager of Trading and Reporting

Hayden Ball

Head of Corporate Development

Dustin Casebolt

Dustin Casebolt

CEO, Capital Defender Advisors*

Steve Clark

Matthew Creciun

Matthew Creciun

Managing Director & Partner

Dominic Dimaccio

Dominic Dimaccio

Investment Analyst and Associate Trader

Chris Dorn

Jake Duvall

Angelica Ethridge

Angelica Ethridge

Senior Accountant

Erin Fisher

Implementation Specialist

Adam Gusky

Co-Founder, Bison Holdings

CEO, Capital Defender Advisors*

Stephanie Howard

Stephanie Howard

Customer Service Associate

Private Wealth Relationship Manager

Patricia Janco-Tupper

Managing Director & Partner

Darby Johnson

Marketing Manager

Becky Lightman

Tony Lourido

Managing Director & Partner

Jason Luhan

CCO, General Counsel

President, Capital Defender Advisors*

Richard McGrath

Richard McGrath

James McTiernan

James McTiernan

Manager Director and Partner

Aaron Parr

Senior Financial Analyst

Marilyn Petroskie

Operations Manager, Billing

Thomas Scaturro

President - Private Wealth

Blake Schaper

Managing Director & Partner

Janet Shamblin

Managing Director & Partner

Rand Siegel

Managing Director & Partner

Jake Tornow

April Tucker

Client Relationship Manager

Client Service Specialist

Lane Turner

Director of Operations

Christi Turner

Deputy Director of Operations

Ramona Waddell

Relationship Manager

CFO, Bison Holdings

Victor Wilkerson

Victor Wilkerson

President - Wealth Advisory

Managing Director

Greg Wright

Rebecca Wuest Creavin

Managing Director & Partner

Bison Wealth white

3550 Lenox Rd NE
Suite 2550
Atlanta, Georgia 30326

404.841.2224
info@bisonwealth.com

Advisory Services

Planning
Investments
Innovation &
Family Office

About

About Us
Locations
Insights

Connect

Contact
Client Login
Advisor Login

Investment Advisory services are provided through Bison Wealth, LLC located at 3550 Lenox Road NE Suite 2550 Atlanta, GA 30326. More information about the firm and its fees can be found in its Form ADV Part 2, which is available upon request by calling 404-841-2224. Bison Wealth is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. Check the background of this investment professional on FINRA’s BrokerCheck. Bison Wealth, LLC does not offer tax or legal advice.

This website does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material considerations. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, prospective investors are encouraged to contact Bison Wealth or consult with the professional advisor of their choosing.

Except where otherwise indicated, the information contained in this presentation is based on matters as they exist as of the date of preparation of such material and not as of the date of distribution or any future date. Recipients should not rely on this material in making any future investment decisions. Certain information contained herein constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events, results or actual performance may differ materially from those reflected or contemplated in such forward-looking statements. Nothing contained herein may be relied upon as a guarantee, promise, assurance or a representation as to the future.

Copyright © 2025 Bison Wealth | BISON WEALTH, LLC - Investment Adviser Firm (sec.gov) | Bison Wealth Form CRS | Privacy Policy | Accessibility Statement