Elevation Point Welcomes Industry Leaders to Board
Elevation Point, a strategic growth partner focused on supporting independent advisors, is thrilled to announce the appointment of Eric Clarke and Mike Mikan to its Board of Directors. Their extensive expertise in wealth management, data strategies, and deal structuring aligns perfectly with Elevation Point's mission to empower independent advisors.
Eric Clarke: A Visionary in Wealth Management
As the founding CEO of Orion Advisor Solutions, Eric Clarke has a rich history of innovation in the wealthtech sector. His insights have propelled advancements in technology and client engagement, providing advisors with the tools needed to succeed in a rapidly evolving market. "Elevation Point is elevating the industry by leveraging the best technologies to suit the unique needs of advisors, and I am excited to be part of this journey," said Clarke.
Mike Mikan: Expertise in Complex Deal Structures
Joining Clarke is Mike Mikan, who brings a diverse background in managing complex organizations. Currently the president and CEO of NeueHealth, Mikan has previously held pivotal roles including CFO of UnitedHealth Group and CEO of Optum. His experience in strategic deal-making will be invaluable as Elevation Point seeks to support its partners in navigating the ever-changing landscape of the advisory industry. "I look forward to helping the team optimize its investment strategy," Mikan stated.
A Vision for the Future
Elevation Point's goal is to support elite advisory teams in transitioning to and thriving within the independent landscape without sacrificing the integrity of their operations. The integration of Clarke's and Mikan's talents bolsters this mission as they aim to help advisors leverage innovative strategies to enhance client relationships.
Farewell to John Sabre
The board's composition is evolving as John Sabre steps down from his role as executive chairman. Sabre previously served as CEO and managing partner of Mount Yale and will now remain an investor in Elevation Point. In his absence, Greg Anderson, co-founder of Mount Yale and current Chief Investment Officer, will continue to provide leadership alongside the newly appointed members.
About Elevation Point
Elevation Point is dedicated to fostering the growth of independent registered investment advisors (RIAs) and breakaway teams through strategic minority partnerships. Unlike traditional aggregators, Elevation Point champions a collaborative model that emphasizes advisor values and client outcomes, making it a sought-after ally in the advisory sector.
Connecting with Elevation Point
For more details about Elevation Point and its mission, visit elevationpoint.com. Additionally, stay updated with the latest developments by following Elevation Point on LinkedIn.
Frequently Asked Questions
Who are the new members of Elevation Point's Board?
The new board members are Eric Clarke, founding CEO of Orion Advisor Solutions, and Mike Mikan, president and CEO of NeueHealth.
What is Elevation Point's mission?
Elevation Point aims to empower independent advisors and breakaway teams by providing strategic support for growth without compromising their independence.
What experience do Eric Clarke and Mike Mikan bring?
Both leaders bring years of executive experience in wealth management and complex deal structures, which will greatly enhance Elevation Point's strategic direction.
What changes occurred in the board's composition?
John Sabre has retired as executive chairman, and Greg Anderson remains on the board alongside the new appointees, Clarke and Mikan.
How can I learn more about Elevation Point?
For more information, visit elevationpoint.com or follow their updates on LinkedIn.
