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
Chuck Rice, a 33+ year Wall Street veteran with extensive experience in the private wealth arena, was the CEO of Lakeview Capital Partners prior to Lakeview becoming Bison Wealth, where he is now President and CEO.
Chuck was the Regional Manager and Executive Director for Morgan, Stanley & Co.’s Private Wealth Management division for the Great Lakes Region. Private Wealth was the firm’s group of advisors that focused exclusively on the needs of the UHNW client space. Prior to joining Morgan Stanley, Chuck was in a senior leadership role at Bear Stearns Co., Inc. There he managed and helped build the 4 locations in the Midwest Region. Chuck began his leadership roles at UBS/PaineWebber where he held his first position as a Branch Manager.
Chuck holds his Bachelor of Science from Purdue University and an MBA from the Lake Forest College Graduate School of Management. He currently sits on the Advisory Board for the World Bicycle Relief Foundation and is an avid cyclist. Chuck and his wife Gina currently reside in Wilmette, IL, and have raised 4 children.