The independent firm Elevation Point launched by ex-Sanctuary CEO Jim Dickson has tapped veterans from Summit Financial and BNY Pershing, Jenna Bloomgarden and Brian Terraciano as it transitions an “oversubscribed pipeline” of advisor teams.
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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Clarke is founder of RIA tech giant Orion, while Mike Mikan now leads a health care firm called NeueHealth.
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Clarke is founder of RIA tech giant Orion, while Mike Mikan now leads a health care firm called NeueHealth.
