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.
MyComplianceOffice's AI-assisted surveillance links employee chats on Slack and Telegram with prediction market trades as Wall Street tightens rules
Elsewhere, Raymond James absorbs a family-run practice from Commonwealth into its independent channel, while RBC welcomes a father-son tandem formerly from UBS.
Fuel-driven inflation drove the supersized adjustment, but advocates say retirees are still losing ground as trust fund insolvency nears.
State mandates and plan complexity are opening doors for financial advisors in the 401 market.
New LIMRA data reveal a stubborn advice gap that financial professionals are well-positioned to close.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
