Joan Brings Extensive Wealth Management Experience to Bison Wealth
ATLANTA, Sept. 10, 2026 /PRNewswire/ — Bison Wealth is pleased to welcome Joan Kaye, a seasoned wealth management professional with more than 30 years of experience advising high-net-worth and ultra-high-net-worth families.
Kaye brings extensive experience helping families navigate the complexities that accompany significant wealth. Throughout her career, she has developed a reputation for a thoughtful, highly personalized approach to wealth management and a deep commitment to building lasting client relationships.
“Joan’s decades of experience, entrepreneurial background, and commitment to the families she serves make her an exceptional addition to Bison Wealth,” said Justin Boller, co-CEO of Bison Wealth. “Her approach aligns closely with our commitment to providing clients with the resources they need to navigate increasingly complex financial lives.”
Kaye began her career at Morgan Stanley and later co-founded Meredith, Martin & Kaye, an independent investment advisory firm focused on providing highly personalized wealth management solutions to affluent families. The firm was subsequently acquired by UBS.
Prior to joining Bison Wealth, Kaye spent eight years as a Senior Relationship Advisor at Key Private Bank, where she oversaw approximately $600 million in client assets and worked closely with high-net-worth and ultra-high-net-worth families on their complex wealth management needs. Previously, she served as a Senior Vice President at U.S. Trust, now Bank of America Private Bank.
“Having worked with Joan in the past, I’ve seen firsthand the experience, perspective, and dedication she brings to her clients,” said Tom Scaturro, President of Bison Wealth. “I’m thrilled to welcome her to the Bison team and look forward to having her expertise benefit our clients and colleagues.”
At Bison Wealth, Kaye will continue to focus on serving high-net-worth and ultra-high-net-worth families, delivering personalized strategies and advice designed to help clients preserve, grow, and transition their wealth across generations.
Bison is a boutique wealth management firm owned and backed by Bison Holdings, led by Brad Ball, Founder of Teton Capital Partners, along with East Asset Management, the family office of Terry and Kim Pegula.
Advisory services are provided Bison Wealth, LLC an SEC registered investment adviser. Registration does not imply a certain level of skill or training. Additional information about Bison can be found in its From ADV at www.adviserinfo.sec.gov.
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SOURCE Bison Wealth, LLC
