Elevation Point, the fledgling wealth management firm with a focus on growth-focused independent RIAs, has strengthened its C-suite by tapping an industry trailblazer.
On Monday, the firm announced its appointment of Caitlin Douglas as chief operating officer, bringing nearly 20 years of industry experience to the role.
The move, which advances Douglas among the ranks of leading women in the wealth industry, puts her in charge of the firm’s operational strategies and facilitating growth, particularly by attracting top advisor teams.
She joins the company from Dynasty Financial Partners, where she held the role of managing director of transition services and co-head of service. During her time at Dynasty, she led teams that supported advisor transitions and relationship management, gaining a reputation for her expertise in helping advisors navigate the complexities of becoming independent.
“Caitlin is renowned in the industry for her deep understanding of the needs of advisors seeking to transition and thrive in independence,” Jim Dickson, CEO and founding partner of Elevation Point, said in a statement Monday. “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 highlighted the alignment between her professional experience and Elevation Point’s vision.
“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.”
Her transition to Elevation Point comes just after Dynasty announced a shakeup in its own leadership, including a new COO hire plus the promotion of Andrew Marsh and Tim Oden to key positions. In addition to her operational leadership at Dynasty Financial Partners, Douglas was actively involved in the Dynasty Women’s Network, an initiative focused on supporting women in the financial services industry.
Prior to Dynasty, she also held roles at Keeney Financial Group and Integrated Financial Solutions.
Since entering the scene in June, the firm founded by ex-Sanctuary CEO Jim Dickson has wasted no time building up its leadership. Its executive bench now includes UBS alumni Bradford Smithy and Robert B. Tamarkin, who came on board in July, and Naomi Stein, who joined the firm's RIA platform services business from Corient last month.
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