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.
Despite a lighter regulatory outlook and staffing disruptions at the SEC, one compliance expert says RIA firms shouldn't expect a "free pass."
FINRA has been focused on firms and their use of social media for several years.
RayJay's latest additions bolster its independent advisor channel's presence across Pennsylvania, Florida, and Washington.
The deal ending more than 30 years of ownership by the Swiss bank includes six investment strategies representing more than $11 billion in AUM.
Divorce, widowhood, and retirement are events when financial advisors may provide stability and guidance.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
From direct lending to asset-based finance to commercial real estate debt.
