About Bison Wealth
Empowering individuals and families to build a lasting legacy.
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
Shawn Jiles
CPFA™, C(k)P®, CRPS®, CRPC®
Private Wealth Advisor and Partner
QTR Orlando, FL
Shawn Jiles is a Director and a Private Wealth Advisor within QTR Family Wealth in Orlando. Shawn provides deeply customized advice and guidance to an accomplished clientele, helping them unwind the complexities that significant wealth can entail. A veteran Advisor, he is skilled in discerning possible efficiencies across a client’s balance sheet, attuned to the distinctive priorities and needs of ultra-high-net-worth individuals and families.
Shawn strives to clarify the intersection of clients’ personal and professional wealth, working in concert with their external tax and legal advisors, as appropriate. He has particular depth in long-term financial strategy, portfolio design and implementation, business succession strategy, and liquidity strategies. Committed to client success, Shawn builds enduring relationships that demonstrate his ongoing care and diligence. His background in engineering has intensified his ability to tackle complex problems and methodically delineate a clear path forward.
Shawn began his financial services career in 2004. He completed a double major in engineering as an undergraduate and also earned his M.B.A. Committed to ongoing professional development, he holds a number of wealth management designations, including the Certified Plan Fiduciary Advisor™ (CPFA™) designation, the Chartered Retirement Planning CounselorSM CRPC® designation, the Chartered Retirement Plans SpecialistSM CRPS® designation, and the Certified 401(k) Professional® (C(k)P®) designation in collaboration with UCLA Anderson School of Management Executive Education.
Originally from Pittsburgh, Shawn moved to Florida in 1996 and loves the vibrancy of the greater Orlando area. Committed to the wider community, he is a member of the Knights of Columbus and a regular volunteer with Habitat for Humanity. In his free time, he enjoys golf, cars, and is a bourbon connoisseur. His greatest satisfaction is spending time with his wife and two daughters.