Elevation Point Welcomes New Leaders to Enhance Growth Strategy

Elevation Point Strengthens Leadership with Key Hires

Elevation Point, a dynamic wealth management firm, has made significant strides by welcoming two seasoned professionals to its leadership team. These new additions are set to pave the way for enhanced growth and improved advisory experiences as the firm continues to position itself as a partner for independence-seeking advisors.

Introducing New Key Team Members

Jenna Bloomgarden has joined Elevation Point as the head of marketing and advisor experience, while Brian R. Terraciano takes on the pivotal role of head of operations. Both leaders bring decades of rich experience that aligns with the firm’s strategic focus on innovation and client success.

Expertise Driving Growth

Jenna Bloomgarden is poised to revolutionize the firm’s marketing strategy. With over 20 years in the industry, her track record encompasses marketing, relationship management, and business development. She is dedicated to enhancing the advisor experience through tailored marketing initiatives, digital strategies, and brand development.

Before joining Elevation Point, Ms. Bloomgarden played a key role at Summit Financial, where she was instrumental in rebranding efforts and the launch of a comprehensive digital marketing platform. Her extensive experience at top firms, such as Dynasty Financial Partners and Morgan Stanley, has equipped her with the insights necessary to thrive in the evolving wealth management landscape.

Commitment to Advisor Success

"In today’s rapidly changing environment, continuous innovation is essential for success," Ms. Bloomgarden stated. "At Elevation Point, our advisor-centric approach is geared towards fostering growth in a competitive industry. Our leadership team is united by a commitment to prioritizing client relationships and creating lasting value. I am thrilled to be part of this mission, ready to contribute to our growth journey."

Meanwhile, Brian R. Terraciano brings nearly 30 years of operational expertise, focusing on optimizing the transition experience for advisors and clients. Previously, he led a global operations team at BNY Pershing, where his efforts were directed toward enhancing support for Registered Investment Advisors and other entities. His deep operational insights are expected to streamline processes and elevate client satisfaction at Elevation Point.

"Elevation Point represents what is needed in today’s wealth management sector," Mr. Terraciano shared. "I’m drawn here by the passionate commitment of the team to delivering outstanding advisor service. The energy and vision at Elevation Point are palpable, and I see limitless potential for growth here."

Depth of Experience in Leadership

Both Bloomgarden and Terraciano are joining a leadership team already rich in industry experience, further solidifying the firm’s focus on adaptation and client-centric practices. Their onboarding follows that of Caitlin Douglas, who became a founding partner and chief operating officer earlier in the fall.

About Elevation Point

As a growth-focused wealth management firm, Elevation Point stands out by serving as a value-aligned partner to RIAs and advisors pursuing independence. With a suite of dynamic OCIO solutions and personalized strategies, Elevation Point empowers advisors to excel in their business endeavors. The firm operates with transparency and integrity, ensuring that relationships and advisor values take precedence over mere assets.

The firm currently oversees approximately $3.4 billion in assets under management, embodying its mission to elevate the industry and set new standards. Elevation Point identifies itself as an accelerator in a primarily aggregator-dominated landscape, fostering a nationwide network of emerging industry leaders. Their vision is not just about assets but about enhancing the overall advisory experience.

Frequently Asked Questions

What positions were filled at Elevation Point?

Elevation Point appointed Jenna Bloomgarden as head of marketing and advisor experience, and Brian R. Terraciano as head of operations.

What experience does Jenna Bloomgarden bring?

Jenna Bloomgarden has over 20 years of experience in marketing, relationship management, and business development.

What is Brian R. Terraciano's background?

Brian R. Terraciano has nearly 30 years of operational experience, previously serving at BNY Pershing and focusing on enhancing client experiences.

Why is Elevation Point focusing on innovation?

Elevation Point aims to stay competitive in the industry, adapting to changing dynamics while providing exceptional support to advisors and their clients.

What is Elevation Point’s mission?

Elevation Point's mission is to elevate the industry through transparency, strong advisor relationships, and commitment to growth.

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