Our Team

Brad is a Founding Member of Bison Holdings and has more than 35 years of experience in the investment industry. Brad's career has been dedicated to leading and building investment advisors. Brad is a graduate of Oklahoma State University where he received a degree in Finance.

Mary services as Director for Bison Holdings and is focused on strategic partnerships and relationship management for the firm. Mary has over two decades of financial services industry experience, earned her BA from Knox College and her MBA from DePaul University in Chicago, and holds the CIMA designation.

Justin Boller, CFA, is a Member of Bison. He has been a Chief Investment Officer of an investment advisor and in the investment management industry for over 22 years. Justin is a graduate of Wake Forest University, where he earned a bachelor’s in business with a focus in finance and is a Chartered Financial Analyst® (CFA) charterholder.

Connor is a Trader and Orion Specialist at Bison. He has previously worked on the investment team at The Motley Fool and has spent time as an intern at True North Investments LLC and Prehmus Financial.

Sam serves as Bison's Director of Portfolio Management and Trading. Prior to joining Bison, Sam spent 5 years as a Portfolio Management Associate at Morgan Stanley, supporting the management of a large derivative overlay strategy. Sam graduated with a degree in Finance from George Fox University in Oregon. 

Adam is a Founding Member of Bison Holdings, and serves as the Chief Investment Officer of East Management Services. Adam received his B.A. in History and his MBA from Duke University.

Andrew serves as Director for Bison Holdings and is focused on strategic partnerships and relationship management for the firm. Andrew has over 25 years of investment industry experience, is a graduate of Syracuse University and holds the CIMA designation. 

Gary has more than 33 years of investment industry experience.  Gary serves as the Bison Holdings Director of Client Development. Gary obtained a Bachelor of Arts degree from Oakland University in 1987.

Peter is a Member at Bison and has over 30 years of extensive experience in financial services, utilities, energy marketing and consumer finance. Peter has been in the investment industry for over 18 years, is a graduate of Georgia Institute of Technology and is a Certified Public Accountant.

Katie joined Bison in 2022 and serves as the firm's Controller. 

Larry is an Accountant and QuickBooks expert for Bison and its partner firms. He earned a BS in Business from Norfolk State University and has since acquired a wide range of accounting experience from supporting the mortgage companies at Angel Oak Companies to working for Intuit directly performing QuickBooks account cleanups for clients in all industries.

Darby joined Bison in 2022 as an Office Manager with a primary focus in day-today activities of operations, including planning and coordinating with all of our teams. Darby is a graduate from the University of North Georgia with a B.A in Communications with a focus in Public Relations.