Elevation Point, an investment firm launched in June by former Sanctuary Wealth CEO Jim Dickson with $3.4 billion in total assets, continues to build out its senior leadership team with two additions in marketing and operations.
The firm has hired Jenna Bloomgarden, a former director of marketing and advisor development at Summit Financial, as head of marketing and advisor experience. Brian Terraciano, a former senior director, wealth solutions middle office at BNY Pershing, has also joined as head of operations.
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.
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