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Financial Advisory  + Wealth Management  | 
Bison Wealth Recruits Two Former Capital Group Advisors

Bison Wealth Recruits Two Former Capital Group Advisors 

Bison Wealth, a boutique wealth management firm, has brought on NYC-based Becky Wuest Creavin and Patricia Janco-Tupper, formerly part of Capital Group, who manage approximately $500 million in assets. 

“Patti Janco-Tupper and Becky Wuest Creavin embody the true culture of what we are building here at Bison Wealth. They are exclusively focused on providing a very high touch service point to a select few (ultra-high-net-worth) families across the globe. We are all very excited to have them both here at Bison Wealth and the families they represent,” said Chuck Rice, Bison Wealth CEO. 

Creavin and Janco-Tupper primarily serve entrepreneurs, including those with complex financial situations. Both have been registered with corporations managed by The Capital Group Companies, a network of investment management firms, since 2018. They most recently worked at Capital Group Private Client Services. 

Atlanta-based Bison Wealth provides back-office services to advisors who join its network. The firm brought in $500 million Capital Defender Advisors, a firm focused on first responders, in January  

Bison Wealth, through parent company Bison Holdings, is majority-owned by East Asset Management. 

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About Joe Palmisano

Joe Palmisano is editorial director of Connect Money, where he oversees daily coverage of alternative assets, direct investments, financial advisory and the economy. He brings three decades of experience as a financial journalist, analyst and portfolio manager. Before joining Connect Money, Palmisano wrote for The Wall Street Journal, covering foreign exchange, global fixed-income and equity markets. He later served as a senior research analyst and portfolio manager, producing market analysis and managing foreign exchange and U.S. equity portfolios for FX Concepts. His work has also appeared in SFO Magazine and CMT Association publications. Palmisano earned a bachelor’s degree in finance from The American University and holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.