Bison Wealth welcomes Kaye
17 September 2026 US
Image: Joan Kaye
Joan Kaye joins the Bison Wealth team as managing director, bringing more than 30 years of experience to the role.
The firm expresses Kaye has developed a reputation for a thoughtful, highly personalised approach to wealth management.
Based in New York, Kaye will report to Tom Scaturro, president of Bison Wealth.
Scaturro comments: “Having worked with Joan in the past, I’ve seen firsthand the experience, perspective, and dedication she brings to her clients. I’m thrilled to welcome her to the Bison team and look forward to having her expertise benefit our clients and colleagues.”
Beginning her career at Morgan Stanley as a private client financial advisor, Kaye later went on to co-found Meredith, Martin & Kaye, an independent investment advisory firm focused on providing wealth management solutions to affluent families.
Prior to joining Bison Wealth, Kaye spent eight years as a senior relationship advisor at Key Bank reporting she oversaw approximately US$600 million in client assets while working closely with high-net-worth and ultra-high-net-worth families.
Speaking on her appointment, Justin Boller, co-CEO of Bison Wealth, says: “Joan’s decades of experience, entrepreneurial background, and commitment to the families she serves makes her an exceptional addition to Bison Wealth.”
The firm says Kaye will continue to focus on serving high-net-worth and ultra-high-net-worth families to deliver personalised strategies and advice designed to help clients preserve, grow, and transition their wealth across generations.
The firm expresses Kaye has developed a reputation for a thoughtful, highly personalised approach to wealth management.
Based in New York, Kaye will report to Tom Scaturro, president of Bison Wealth.
Scaturro comments: “Having worked with Joan in the past, I’ve seen firsthand the experience, perspective, and dedication she brings to her clients. I’m thrilled to welcome her to the Bison team and look forward to having her expertise benefit our clients and colleagues.”
Beginning her career at Morgan Stanley as a private client financial advisor, Kaye later went on to co-found Meredith, Martin & Kaye, an independent investment advisory firm focused on providing wealth management solutions to affluent families.
Prior to joining Bison Wealth, Kaye spent eight years as a senior relationship advisor at Key Bank reporting she oversaw approximately US$600 million in client assets while working closely with high-net-worth and ultra-high-net-worth families.
Speaking on her appointment, Justin Boller, co-CEO of Bison Wealth, says: “Joan’s decades of experience, entrepreneurial background, and commitment to the families she serves makes her an exceptional addition to Bison Wealth.”
The firm says Kaye will continue to focus on serving high-net-worth and ultra-high-net-worth families to deliver personalised strategies and advice designed to help clients preserve, grow, and transition their wealth across generations.
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