Elevation Point, a wealth management firm that also works as a partner for RIAs and advisors seeking independence, has appointed Jenna Bloomgarden as head of marketing and advisor experience.
Jenna Bloomgarden
The business has also named Brian R Terraciano as head of operations.
Brian R Terraciano
The arrival of these two hires comes after Caitlin Douglas joined in September from Dynasty Financial Partners as founding partner and chief operating officer.
Previously, Bloomgarden served as director of marketing and advisor development at Summit Financial, where she was part of the rebranding operation, launched its digital marketing platform, and created brands for the new advisor teams. She has also served in senior roles at Dynasty Financial Partners and Morgan Stanley. Bloomgarden holds a master of business administration from the Wharton School of the University of Pennsylvania and a bachelor of science from Cornell University.
Terraciano has nearly three decades of financial industry experience. Previously, he was senior director, wealth solutions middle office at BNY Pershing. He holds a master of business administration from the Stillman School of Business at Seton Hall University and a bachelor of arts from the University of Vermont. Terraciano is also a graduate of the SIFMA Securities Industry Institute at the University of Pennsylvania Wharton School.
Elevation Point oversees more than $3.4 billion in assets under management. The co-founders are Jim Dickson and Mark Penske. Elevation Point launched via a funding round of capital from family offices. The business said it is focused on accelerating partner firms’ growth and elevating their independence through strategic investments, ranging from minority to majority stakes, and providing access to its integrated services, solutions, technology and support.