Rand serves as Managing Director & Partner for Bison Wealth. In his role, he proactively advises his clients on customized investment strategies, estate, and retirement planning.
With over 25 years of experience in the financial industry, Rand has a proven track record of guiding clients through complex investment landscapes to achieve their financial goals. His diverse and extensive background in all aspects of banking enables him to utilize a comprehensive mix of strategies and solutions to help meet each client’s unique situation.
Before joining Bison Wealth, Rand served as SVP & Senior Relationship Manager for Key Private Bank for the last 12 years. Prior to joining Key, Rand served as First VP, Private Banker for First Niagara Bank, Private Client Services, where he was responsible for providing investments, credit, banking, and financial planning solutions to individuals, families, institutions, and non-profits.
Rand received his Master of Business Administration from Pennsylvania State University and a Bachelor of Arts degree from George Washington University. He has a Series 7 & 66 and holds a Certified Wealth Strategist designation from Cannon Financial Institute. Rand is an active member of his community serving on non-profit boards and coaching youth baseball and basketball. Rand enjoys traveling and spending time at beach with his family and Australian Shepherd, Hunter.