Family Office
Elevation Point
Elevation Point is a US-based wealth management firm established in June 2024 by industry veterans Jim Dickson and Mark Penske. It was launched through the acquisition of Mount Yale Capital Group, which provided OCIO services for 20 years.Elevation Point partners with RIAs to provide middle- and back-office management,…
Asset classes & sectors
All SectorsDigital Assets
Decision-makers
Brad Smithy
Founding Partner
David Blanchette
Senior Investment Analyst
Brett Witzke
Investment Operations Analyst
Chris Snyder
Senior Vice President, Portfolio Management & Research
Greg Anderson
Chief Investment Officer
Jim Dickson
Founding Partner & Chief Executive Officer
Kwon Anderson
Investment Analyst
Duke Schillaci
Founding Partner & Head of Investments
Mark Penske
Founding Partner & Vice Chair
Zach Slater
Senior Vice President & Portfolio Manager
Bradford Smithy
Founding Partner & Head of Wealth Management
Ryan C. Kimbrel
Investment Analyst
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