Bison Senior Managing Director and Partner is continuing a streak by onboarding James McTiernan, formerly a Principal at BNY Mellon Wealth Management, where he spent over 25 years. And throughout his career, Jim has used his understanding of the needs of his clients, such as high-net-worth individuals, retirees, and small business owners, to implement client-specific strategies and successfully construct investment portfolios to meet their needs. Before he departed from BNY, he managed over $450 million (AUM).
Bison onboarded multiple teams this year and more growth is expected for 2025. Bison brought Tom Scaturro on board late last year to help drive growth through expansion and acquisition. And Bison is a boutique wealth management firm backed by East Asset Management, the family office of Terry and Kim Pegula, established with the principle that individuals and families can benefit from the knowledge, experience and creativity of the founders and partners.
KEY QUOTES:
"I am honored and excited to join a firm like Bison Wealth that exemplifies forward-thinking individuals along with cutting-edge resources and strategies. I know this firm will support my personal growth and expand resources and capabilities for my clients. The team at Bison will empower me to work with a more exclusive group of clients to access a wider selection of comprehensive investment and financial plans with an unwavering focus to meet each individual/family-specific short and long-term needs and goals."
- Jim McTiernan