Welcome to our latest discussion, featuring Rebecca Wuest Creavin, Managing Director and Partner at Bison Wealth, and Brad Ball, the founder of Bison Wealth. Brad shares his motivation for founding Bison Wealth, highlighting the opportunity to rethink the investment management industry by combining the strengths of large institutions with the independence and technology investment often lacking in smaller firms. He emphasizes the excitement and fulfillment of building a firm from scratch, designed to truly prioritize client welfare with long-term stable capital. This unique approach allows Bison Wealth to offer a superior and client-focused investment management experience.
