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
Sunita brings over 29 years of experience in the financial services industry. She leverages her expertise and knowledge to support advisors in developing and implementing tailored financial solutions that meet the unique needs of their clients.
She earned her bachelor’s degree in Finance from Georgia State University and holds an Executive Certificate in Financial Planning from the University of Georgia.
Prior to joining Bison Wealth, Sunita spent five years with an independent broker-dealer, and she served as a Financial Planning Associate at a large financial planning firm, where she built a strong foundation in client-focused planning strategies.
In her spare time, Sunita enjoys spending quality time with friends and family, including her husband and two adult children.