The minority RIA investor has hired Lara Galloway to lead organic growth strategy and training for partnered firms, and Melinda Brodbeck as head of communications.
About Elevation Point
Elevation Point is a growth-oriented wealth management firm, serving as a value-aligned partner for RIAs and independence-seeking advisors. From dynamic OCIO solutions to personalized playbooks designed to empower advisors to thrive in independence, we offer customized and full-spectrum support. Our capital comes with complete transparency and no hidden agendas. Distinguishing ourselves as accelerators in a landscape of aggregators, we’re powering a nationwide community of emerging industry leaders, overseeing more than $3.4 billion in assets under management. With a focus on advisor values and evolving client needs, our mission is clear: to elevate the entire industry to higher ground.
For the latest updates, follow Elevation Point on LinkedIn.
More articles
Clarke is founder of RIA tech giant Orion, while Mike Mikan now leads a health care firm called NeueHealth.
Melinda Brodbeck and Lara Galloway Join as Heads of Communications and Growth to Accelerate Firm's National Impact in Independent Wealth Management
Clarke is founder of RIA tech giant Orion, while Mike Mikan now leads a health care firm called NeueHealth.
