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
Steve is an independent registered investment advisor for Bison Wealth. He provides families and small businesses with tools, resources and advice to achieve true wealth and their future dreams. He tailors his advice and implementation with a thorough understanding of the needs identified with an implementation of multiple solutions and strategies. He uses the latest and best investments, insurance and planning to address those needs.
Steve has been in the financial services industry for over 40 years. He joined Bison 4 years ago. Previously he was with Wells Fargo Advisors and UBS Financial Services for 17 years. Prior to that, he was Senior Vice President for NationsBank (now Bank Of America) after 20 years on the Foreign Exchange and Interest Rate Derivatives trading desk handling Institutional and corporate clients where he managed a large team of traders.
Steve is a graduate of Wake Forest University. He also was commissioned in the US Army and retired a Captain after serving for 12 years. He currently lives in Atlanta, is happily married and has three wonderful adult children. Steve enjoys traveling to foreign countries, hiking in the mountains, reading, socializing with friends and family. He is very health conscious after battlingcancer many years ago and loves going to the gym and eating healthy. He feels your wealth means nothing without your health and deep relationships.