Bison Wealth Welcomes Joan Kaye as Senior Wealth Management Professional
Bison Wealth has announced the addition of Joan Kaye to its team, bringing over 30 years of wealth management experience. Kaye is known for her personalized approach and deep commitment to client relationships, having previously co-founded an independent investment advisory firm acquired by UBS and served at Key Private Bank overseeing $600 million in assets. Kaye will focus on serving high-net-worth and ultra-high-net-worth families with strategies aimed at preserving and growing wealth across generations. Bison Wealth is a boutique firm backed by Bison Holdings, led by Brad Ball of Teton Capital Partners, along with East Asset Management from the Pegula family office. The move underscores Bison's commitment to enhancing its capabilities in delivering comprehensive financial solutions for complex client needs.
Topics: Company Expansion High-Net-Worth Clients Wealth Management