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Financial Advisory  + Wealth Management  | 
Bison Wealth Acquires $500M Advisory Team Focused on First Responders

Bison Wealth Acquires $500M Advisory Team Focused on First Responders

Financial advisory firm Bison Wealth Capital has acquired Capital Defender Advisors, a new advisory team overseeing $500 million in assets, with some of its focus on first responders as clients.

Atlanta-based Bison Wealth said the new team will include Brian McGinnis, founder of Serve & Protect Financial, an advisory firm that provides financial planning and portfolio offerings for the first-responder community. Before founding Serve & Protect, McGinnis served as a deputy sheriff in Florida.

The new team also includes Elio Chiarelli and Ray Hansen, formerly of Kidder Advisers, where Hansen was president and Chiarelli was vice president. The advisors will operate Capital Defender Advisors under Bison Wealth.

“We’re proud to partner with a team who works so closely with first responders, who historically have been underserved in the wealth planning industry,” Brad Ball, said founder of Bison Holdings LLC.

Bison Wealth, a subsidiary of Bison Holdings, is a boutique of investment advisors that provides resources to grow through acquisition or monetize their business, while transitioning clients to the next generation of advisors, according to the firm.

Capital Defender represents the first major deal since the partnership with QTR Wealth last May.

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Bison Wealth

About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.

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