Member profile

For over 25 years, Ms. Janco-Tupper has offered comprehensive wealth management solutions to some of the most influential and prominent families in the New York metropolitan area. Prior to working at Bison Wealth, LLC , she worked at Capital Group, Wells Fargo, Deutsche Bank, Citi Private Bank and JPMorgan Chase Private Bank. Together with her partner, they have been responsible for $3 billion in assets; $1 billion in lending transactions and nearly $30 million in annual revenues. While Pat is known for her commitment to exceptional client service and for prioritizing client’s needs above her own, her technical skills are top notch. Specialties: In her role, she is responsible for serving ultra high-net-worth individuals with investment advisory and management, capital markets solutions, trust and estate planning, credit and banking services. Ms. Janco-Tupper has been repeatedly recognized nationally for accomplishments as a Private Banker and Wealth Advisor. Her awards include: 5 time award winner Chairman's Council, Long Island's 50 Top Women, Long Island Women's Fund's Award Winner Women Against the Odds and SmartCEO Money Manager of the Year. Investment Advisory services are provided through Bison Wealth, LLC located at 3550 Lenox Road NE Suite 2550 Atlanta, GA 30326. Securities are offered through Metric Financial, LLC. located at 725 Ponce de Leon Ave. NE Atlanta, GA 30306, member FINRA and SIPC. Bison Wealth is not affiliated with Metric Financial, LLC., More information about the firm and its fees can be found in its Form ADV Part 2, which is available upon request by calling 404-841-2224. Bison Wealth is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training.