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.
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Jake calls the Southeast home, but has been providing financial services to clients across the country since 2010. Since his career began, Jake has focused primarily on working with individuals and their families who are in receipt of legal settlements and awards from personal injury litigation. This has extended into broadening his scope of services to work with families who have children or other loved ones with special needs. In addition to providing guidance on wealth management, Jake is also licensed as an insurance agent in several states and has an extensive knowledge of trusts and estate planning to ensure that his clients have every aspect of their overall planning taken care of.
He graduated with a Bachelor of Arts in Business Administration from Piedmont University. He holds professional certifications of Certified Trust and Fiduciary Advisor and Chartered Special Needs Consultant®. Jake currently lives in metro Atlanta with his wife Jennifer and their two children, Ana and Alex. Jake is a fan of football, baseball and hockey in addition to professional wrestling (and he will not be upset with you if you want to remind him that it’s fake.)