$1.3B Breakaway Harbor View Private Wealth Embarks on Path to Independence via Partnership with Elevation Point [Yahoo! Finance]
Bank of America Corporation (BAC)
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Source: Yahoo! Finance
MINNEAPOLIS Jan. 13, 2026 /PRNewswire/ -- Elevation Point , a growth accelerator and minority stake partner for independent advisors and breakaway firms, announced today that it has made a strategic minority investment in Harbor View Private Wealth ("Harbor View"), a wealth management firm offering holistic, goals-based financial planning to successful corporate executives and their families. The team, which oversaw approximately $1.3 billion in client assets under supervision at its prior firm, is led by founding partners Daniel F. Emerson, Angelo V. Esposito Jr., Scott M. Emerson, James G. Malatos, and David R. Randall. "Our team is committed to staying ahead of the rapidly changing wealth management landscape, ensuring we can meet the diverse and evolving needs of our high- and ultra-high-net-worth clients," said Daniel F. Emerson, CFP®, AWMA®, CRPC®, CRPS™, Founder and Private Wealth Advisor at Harbor View Private Wealth . "Launching an independent firm with the support of Elev
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