Justin Caldwell Boller
Chief Investment Officer at Bison Wealth LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Brad Ball | M | - |
Liquid Strategies LLC
 Liquid Strategies LLC Investment ManagersFinance Liquid Strategies is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2013 by Brad Ball, Shawn Gibson and Adam Stewart. Liquid Strategies provides investment advisory services to a registered investment company, an Exchanged Traded Funds (ETFs) complex and separately managed accounts. | 11 years |
| Adam Clement Stewart | M | - |
Liquid Strategies LLC
Liquid Strategies LLC Investment ManagersFinance Liquid Strategies is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2013 by Brad Ball, Shawn Gibson and Adam Stewart. Liquid Strategies provides investment advisory services to a registered investment company, an Exchanged Traded Funds (ETFs) complex and separately managed accounts. | 11 years |
| Shawn Gibson | M | - |
Liquid Strategies LLC
Liquid Strategies LLC Investment ManagersFinance Liquid Strategies is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2013 by Brad Ball, Shawn Gibson and Adam Stewart. Liquid Strategies provides investment advisory services to a registered investment company, an Exchanged Traded Funds (ETFs) complex and separately managed accounts. | 11 years |
| John Thomas Williams | M | - |
Bison Wealth LLC
 Bison Wealth LLC Investment ManagersFinance Bison Wealth LLC (Bison) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. It was founded by Robert S. Wilder in 2012 as Lakeview Capital Partners LLC and changed its name to Bison Wealth LLC in 2022. The firm is principally owned by Bison Holdings LLC, which in turn is owned by East Asset Management LLC. Bison provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations. | 11 years |
| William Townson Grasty | M | - |
Bison Wealth LLC
Bison Wealth LLC Investment ManagersFinance Bison Wealth LLC (Bison) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. It was founded by Robert S. Wilder in 2012 as Lakeview Capital Partners LLC and changed its name to Bison Wealth LLC in 2022. The firm is principally owned by Bison Holdings LLC, which in turn is owned by East Asset Management LLC. Bison provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations. | 11 years |
| Joe Barrow Tracy | M | - |
Bison Wealth LLC
Bison Wealth LLC Investment ManagersFinance Bison Wealth LLC (Bison) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. It was founded by Robert S. Wilder in 2012 as Lakeview Capital Partners LLC and changed its name to Bison Wealth LLC in 2022. The firm is principally owned by Bison Holdings LLC, which in turn is owned by East Asset Management LLC. Bison provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations. | 11 years |
| Ron Savarese | M | - |
Bison Wealth LLC
Bison Wealth LLC Investment ManagersFinance Bison Wealth LLC (Bison) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. It was founded by Robert S. Wilder in 2012 as Lakeview Capital Partners LLC and changed its name to Bison Wealth LLC in 2022. The firm is principally owned by Bison Holdings LLC, which in turn is owned by East Asset Management LLC. Bison provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations. | 10 years |
| Chuck Rice | M | - |
Bison Wealth LLC
Bison Wealth LLC Investment ManagersFinance Bison Wealth LLC (Bison) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. It was founded by Robert S. Wilder in 2012 as Lakeview Capital Partners LLC and changed its name to Bison Wealth LLC in 2022. The firm is principally owned by Bison Holdings LLC, which in turn is owned by East Asset Management LLC. Bison provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations. | 4 years |
| Elio Chiarelli | M | - |
Liquid Strategies LLC
Liquid Strategies LLC Investment ManagersFinance Liquid Strategies is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2013 by Brad Ball, Shawn Gibson and Adam Stewart. Liquid Strategies provides investment advisory services to a registered investment company, an Exchanged Traded Funds (ETFs) complex and separately managed accounts. | - |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Rob Varn | M | - |
Bison Wealth LLC
Bison Wealth LLC Investment ManagersFinance Bison Wealth LLC (Bison) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. It was founded by Robert S. Wilder in 2012 as Lakeview Capital Partners LLC and changed its name to Bison Wealth LLC in 2022. The firm is principally owned by Bison Holdings LLC, which in turn is owned by East Asset Management LLC. Bison provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations. | 8 years |
| Victor Patrick Wilkerson | M | - |
Advocacy Wealth Management LLC
 Advocacy Wealth Management LLC Investment ManagersFinance Founded in 2007, Advocacy Wealth Management LLC is a registered investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Forge Consulting LLC. They provide portfolio management services to individuals, corporations and business entities, estates and trusts, other investment advisors, charitable organizations and pension & profit sharing plans. The majority of Advocacy Wealth Management's clients are recipients of a personal injury, wrongful death, or workers compensation settlement and their plaintiff attorneys. | - |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 11 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Justin Caldwell Boller
- Personal Network
