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
Anthony (Tony) serves as Managing Director & Partner for Bison Wealth. In his role, he proactively advises his clients on investment strategies, estate planning, and retirement planning to help build custom wealth plans to achieve their long-term goals. With Tony’s deep background in investment management, he utilizes a diverse, comprehensive mix of strategies and solutions to help meet each client’s unique situation.
Before joining Bison Wealth, Tony served as SVP & Senior Portfolio Strategist for Key Private Bank for 19 years. Prior to joining Key, Tony served as a Senior Portfolio Manager for Bank of America’s Private Bank, where he was responsible for providing investment planning solutions to individuals, families, institutions, and non-profits.
Tony earned a Bachelor of Arts degree in Economics from Syracuse University. He also holds the Chartered Financial Analyst (CFA®) designation. He lives in Jupiter, FL with his family. Tony is active in the community with memberships in Palm Beach County Estate Planning Council and the CFA Society of South Florida, where he was a former President. He is also a subscriber and supporter of the Maltz Theatre and Loggerhead Marine Life Center. Tony enjoys playing golf and enjoying life in South Florida.
Phone: (772) 285-1209