Leadership

Our team of like-minded professionals is dedicated to building and maintaining lasting relationships with our clients.

Leadership Team

Chuck Rice

President & CEO

Katie Bruckert

Controller

Megan Delaney

Marketing Director

Rachelle Carmel

Wealth Strategist

Thomas Scaturro

Senior Managing Director & Partner

Advisory Board

Brad Ball

Co-Founder
Bison Holdings

Peter Welch

CFO
Bison Holdings/Bison Wealth

Adam Gusky

Co-Founder
Bison Holdings

Chuck Rice

President & CEO