Wealth and Asset Management
Elevation Point Stakes $1.3B Ex-UBS Team in Atlanta
Elevation Point, a minority investor in independent and breakaway advisors launched in 2024 by former Sanctuary Wealth CEO Jim Dickson, has taken a minority stake in Harbor View Private Wealth, an Atlanta-based wealth management firm with $1.3 billion in assets. The eight-member team, all in their 40s or younger, was…
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