Managing Director & Partner
CurrentAs a Managing Director and Partner at Bison Wealth LLC, I work as a team with my partner Becky Wuest Creavin with high-net-worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations. I also help nonprofit foundations and endowments to realize their long-term financial objectives through effective planning and investment management.Many of their clients are serial entrepreneurs who lead busy lives both personally and professionally. Many others are suddenly single women who want to work with advisors who are non-judgmental and patient. Clients come to them because they know they can fully delegate their finances to the pair. The team frees clients up to focus on their business ventures, their families and the causes they care about. Because they work as a team, clients get a double dose of energy and passion applied to every issue.Becky and I have worked together for more than 15 years and bring different yet complementary perspectives to addressing clients’ needs. We joke that they are the yin and yang of wealth management. Clients tell them they appreciate that the team presents a full range of thoughts on issues, so clients can explore various angles and options. On a personality test, Becky and I would be complete opposites; this a synergy that works to our clients’ benefit.Bison Wealth LLC is a privately-owned wealth management firm committed to delivering premium, personalized service and superior long-term investment results to a select group of wealthy individuals, trusts, and foundations. We are backed by a multibillion-dollar single family office, established with the principle that individuals and families can benefit from the knowledge, experience and creativity of our founders and partners. The asset management arm of the family office manages over $40 billion in assets.The team is based in New York. Please contact Patti at pjancotupper@bisonwealth.com .
