Bison Wealth hires Joan Kaye, 30+ year wealth management veteran.

Bison Wealth appointed a senior role on September 10, 2026.

Primary

Bison Wealth

Date

September 10, 2026

Sub-sector

Wealthtech

Personnel moves at wealth management platforms can signal growth or capability expansion, but a single mid-level hire at a larger established firm is not directly actionable for sub-$250M founders unless Bison is actively acquiring or partnering in the space.

Primary company

Bison Wealth

Counterparty

Not disclosed

Amount

Not disclosed

Event date

September 10, 2026

Sub-sector

Wealthtech

HQ

Not disclosed

Structure

Not disclosed

Source published

Not disclosed

Publisher

PR Newswire

Source: prnewswire.com