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.
