About Bison Wealth

 

Empowering individuals and families to build a lasting legacy.

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.

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Sue Picardi

Director

Kennesaw, GA

Sue joined Bison Wealth, LLC with Lakeview Capital Partners in January 2022 as a Director, from J.W. Cole Financial, Inc. She launched her career as a wealth manager and financial planner in 2003 and works in business development and runs the operations of the Kennesaw Branch.

After graduating from college with a BS in Accounting, she began her career as a public accountant, going on to become the Assistant Controller at Ralph Lauren Women’s Wear. During this time, high school sweethearts John and Sue Picardi married. They have been together since high school and have two wonderful daughters and an amazing grandson.

The Picardi’s are active in the community where Sue was on the Board of Directors for the Kennesaw Business Association and John served as the Chairman of the Board for The Enrichment for Life Movement (ELM), a school of over 500 seniors that take classes on many subjects of interest to them. In her leisure time, Sue enjoys reading, piano, the gym, traveling, and spending time with her family and friends.