At Bison Wealth, Patti and Becky work as a team. Many of their clients are serial entrepreneurs who lead busy lives both personally and professionally. They come to Patti and Becky because they know they can fully delegate their finances to them. They free them up to focus on their business ventures, their families and the causes they care about. Because there are two of them, clients get a double dose of energy and passion applied to every issue.
Patti and Becky have worked together for more than 10 years and bring different yet complementary perspectives to addressing clients’ needs. They joke that they’re the yin and yang of wealth management. Clients tell them they appreciate that they present a full range of thoughts on issues, so clients can explore various angles and options. On a personality test, they’d be complete opposites; there’s a synergy that works to their clients’ benefit.
Prior to joining Capital Group, Patti and Becky worked at Wells Fargo Private Bank, Deutsche Bank Private Bank and Citi Private Bank. Becky earned an MBA from Stern School of Business, New York University, and a BS from Duke University. Patti and Becky are affiliated with several nonprofits, including the Nassau County Museum of Art, Cold Spring Harbor Laboratory, Island Harvest, North Shore Child & Family Guidance Center and Women Economic Developers of Long Island.