Member profile

As a Managing Director and Partner at Bison Wealth, Becky works in a team with her colleague Patti Janco offering comprehensive wealth management solutions to some of the most influential and prominent families in the New York metropolitan area. Many of their clients are serial entrepreneurs who lead busy lives both personally and professionally. Many others are suddenly single women who want to work with advisors who are non-judgmental and patient. Clients come to them because they know they can fully delegate their finances to the pair. The team frees clients up to focus on their business ventures, their families and the causes they care about. Becky earned an MBA from Stern School of Business, New York University, and a BS from Duke University. Becky is also a CFP®. The team is and has been affiliated with several nonprofits including the Nassau County Museum of Art, Cold Spring Harbor Laboratory, Island Harvest, North Shore Child & Family Guidance Center and Women Economic Developers of Long Island. Becky has been repeatedly recognized nationally for accomplishments as a Private Banker and Wealth Advisor. Her awards include multi-year Chairman's Council winner, Long Island Women's Fund's Award Winner Women Against the Odds and SmartCEO Money Manager of the Year. Bison Wealth LLC is a privately-owned wealth management firm committed to delivering premium, personalized service and superior long-term investment results to a select group of wealthy individuals, trusts, and foundations. Bison Wealth is backed by a multibillion-dollar single family office, established with the principle that individuals and families can benefit from the knowledge, experience and creativity of our founders and partners. 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.