Elevating the Future of Independent Investment Advisory Firms ATLANTA, Aug. 1, 2023 /PRNewswire/ -- Bison Advisors announced today the acquisition of TRUADVICE®, a full-service, turnkey asset management platform based in Sarasota, FL. This...
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Bison Hires Prominent Industry Veteran to Drive Growth
Tom Scaturro has joined Bison Wealth to supercharge business development ATLANTA, July 24, 2023 /PRNewswire/ -- Bison Wealth, LLC announces the hire of Tom Scaturro as Senior Managing Director and Partner in charge of acquisitions and...
Capital Group Team Joins Investment Firm Bison Wealth
Becky Wuest Creavin and Patricia Janco-Tupper bring a proven NYC presence to Bison Wealth ATLANTA, July 18, 2023 /PRNewswire/ -- Becky Wuest Creavin and Patricia Janco-Tupper, formerly part of Capital Group, are on the move. Becky...
Bison Holdings acquires boutique independent investment advisory firm, Lakeview Capital Partners
In 2013, Lakeview Capital Partners set out to redefine the wealth management industry and build a world class multi-billion investment management firm from the ground up. Our team should be congratulated on our collective vision and execution. Today, we are excited to...