Our Culture
We created Bison with a vision that families benefit from 3 simple concepts. Plan, Protect, and Prosper. Bison was founded by The Terry and Kim Pegula Family Office known as East Asset Management in conjunction with operating partner Teton Capital Partners founded by Brad Ball and his team of executives.
As Terry Pegula rose from petroleum engineer to Billionaire Oil and Gas Entrepreneur, Philanthropist, and Professional Sports Team Owner the family was amazed to see all the products, services, and capabilities that became available to them. Bison seeks to make these family office tools available to Bison clients.
View Our Leadership
Joe has 25 years of experience in the financial business. After graduating from Denison University in 1992 with a dual Degree in Economics and French, he began his career in New York as a NASDAQ market maker with the Robinson Humphrey Company. He traded stocks for the next 15 years and built a passion for trading in the equity markets. Joe came to Bison Wealth with Lakeview Capital Partners in 2022 and was with Lakeview as of 2011. Joe continues to enjoy managing equity portfolios and option strategies as well as private equity.
Joe was born and raised in Atlanta, Georgia, attended The Lovett School and Denison University, and is married to his high school sweetheart (another Atlanta native), Nancy White Tracy. Together, they have two children, Emma and Jack, as well as several Jack Russell terriers. The Tracy family is a longtime active member of St. Philips Episcopal Church, The Piedmont Driving Club, and the 9 o’clocks.
Quote to live by: “I wouldn’t be who I am today, if not for those I’ve loved along the way.” – Eric Church