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
At Bison Wealth, Patti and Becky work as a team. Many of their clients are serial entrepreneurs who lead busy lives both personally and professionally. They come to Patti and Becky because they know they can trust their finances to them. They free them up to focus on their business ventures, their families, and the causes they care about. Because there are two of them, clients get a double dose of energy and passion applied to every issue.
Patti and Becky have worked together for more than 10 years and bring different yet complementary perspectives to addressing clients’ needs. Clients tell them they appreciate that they present a full range of thoughts on issues, so clients can explore various angles and options. On a personality test, they’d be complete opposites; there’s a synergy that works to their client’s benefit.
Prior to joining Capital Group, Patti and Becky worked at Wells Fargo Private Bank, Deutsche Bank Private Bank, and Citi Private Bank. Patti earned a BS at Fairfield University. Patti and Becky are affiliated with several nonprofits, including the Nassau County Museum of Art, Cold Spring Harbor Laboratory, Island Harvest, North Shore Child & Family Guidance Center, and Women Economic Developers of Long Island.