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
Katie serves as Controller for Bison Wealth and has over 15 years of accounting and operations experience within the investment management and financial services industries.
Katie began her career at Deloitte in Chicago where she audited primarily mutual fund, hedge fund, and private equity clients. She then worked for Grosvenor Capital Management and Harris Associates in accounting and operations roles. Most recently, Katie was the Assistant Corporate Controller at Roark Capital Management, a PE firm in Atlanta, GA.
Katie graduated from Loyola University Chicago with a BBA in Accounting and earned an MSA in Accounting from the University of Notre Dame.