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Caitlin Douglas of Elevation Point

Practice Management > Building Your Business > Leadership

Elevation Point Nabs Ex-Dynasty Exec as COO

By John Manganaro

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Caitlin Douglas, formerly a managing director at Dynasty Financial Partners, has joined Elevation Point, a recently launched RIA firm, as a founding partner and chief operating officer.

As COO, Douglas will oversee the optimization of the firm’s operational strategies, according to the announcement, with a focus on driving growth and attracting new advisor teams.

“Caitlin is renowned in the industry for her deep understanding of the needs of advisors seeking to transition and thrive in independence,” Jim Dickson, founding partner and CEO of Elevation Point, said in a statement. “Her passion for supporting advisors and her expertise in every step of the advisor experience will be a major driver of our growth moving forward.”

Douglas brings nearly 20 years of industry experience to Elevation Point, most recently serving as Dynasty Financial Partners’ head of transitions and relationship management. Before that, she served as director of client services at Keeney Financial Group and as a wealth advisor at Integrated Financial Solutions.

Douglas cited Elevation Point’s “limitless potential” and the opportunity to collaborate with Dickson and the firm’s other executive leaders as key drivers of her decision to join up.

“I am deeply passionate about the firm’s mission to elevate independent and growth-seeking advisors,” Douglas said. “Throughout my career, I have been privileged to help many advisor teams achieve their dream of building their own companies, and now I am grateful for the opportunity to contribute to that journey at Elevation Point.”

Other recent appointments at Elevation Point include Naomi Stein joining from Corient as a director and former UBS veterans Bradford Smithy and Robert Tamarkin joining as founding partners. Additionally, Ryanne Gardner, who spent over 17 years at BNY Mellon’s Pershing specializing in platform setup and integration, has recently been appointed head of partner integration.

Elevation Point has gathered some $3.5 billion in assets under management, according to the announcement.

John Manganaro

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