Elevation Point Stakes $1.3B Ex-UBS Team in Atlanta [Yahoo! Finance]
Bank of America Corporation (BAC)
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Source: Yahoo! Finance
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 previously with UBS. “You don't find too many opportunities where the talent and the marketplace match up quite like this one, so we're all in," Dickson said. Harbor View was co-founded by Daniel F. Emerson and Angelo V. Esposito Jr. as an affiliate of UBS in 2019. Prior to that, Emerson and Esposito were senior vice presidents and wealth advisors with Merrill Lynch for more than a decade. Along with Emerson and Esposito, the firm is also led by Scott M. Emerson, Daniel's brother; James G. Malatos; and David R. Randall. They're joined by Kyle Hammond, director of client engagement and wealth management advisor; Stephanie Feaser, director of client experience and
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