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.
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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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The independent firm launched by ex-Sanctuary CEO Jim Dickson has tapped veterans from Summit Financial and BNY Pershing as it transitions an "oversubscribed pipeline" of advisor teams.
Jim Dickson’s RIA investment firm has brought on two new execs to serve as its head of marketing and advisor experience and its head of operations.
The $3.4 billion investment firm has hired Jenna Bloomgarden as head of marketing and advisor experience and Brian Terraciano as head of operations.
