A duo of advisors formerly with Key Private Bank has joined boutique wealth manager Bison Wealth.
Matthew Creciun and Rand Siegel have been working together for the past 13 years and manage more than $750 million in client assets.
"I am honored to join Bison Wealth and contribute my expertise to their esteemed team of professionals, further enhancing our ability to deliver unparalleled value and service to our clients," Creciun said in a statement. "Rand and I look forward to continuing our journey together of providing outstanding client service to meet the evolving needs of our clients."
"I am confident that by joining forces with Bison Wealth, we will be able to provide our clients with even greater access to cutting-edge research, technology, and strategic insights to help them achieve their financial objectives," added Siegel.
They become the third team to join Bison since it brought in Tom Scaturro to boost growth late last year. The industry veteran was also previously with Key Private Bank having also held senior roles at BNY Mellon and Wells Fargo.
"We've spent the past couple of years getting Bison's infrastructure ready for expansion and expect to bring on several more teams rapidly. We're excited to see what this year brings for Bison Wealth," said Chuck Rice, CEO of Bison Wealth.
Bison’s key tenets are "plan, protect and prosper,” and the firm is backed by The Terry and Kim Pegula Family Office, known as East Asset Management, in conjunction with operating partner Teton Capital Partners.
The Pegulas are well known in sports as the owners of the Buffalo Sabres in the NHL and the Buffalo Bills of the NFL.
The "Crypto Mom" departure would leave the SEC commission with just two members and no Democratic commissioners on the panel.
IFP Securities’ owner, Bill Hamm, has a long-term plan for the firm and its 279 financial advisors.
Meanwhile, a Osaic and Envestnet ink a new adaptive wealthtech partnership to better support the firm's 10,000-plus advisors, and RIA-focused VastAdvisor unveils native integrations with leading CRMs.
A former Alabama investment advisor and ex-Kestra rep has been permanently barred and penalized after clients he promised to protect got caught in a $2.6 million fraud.
As more active strategies get packaged into the ETF wrapper, advisors and investors have to look beyond expense ratios as the benchmark for value.
Wellington explores how multi strategy hedge funds may enhance diversification
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
