Professional Summary

Professional Overview

Jim Dickson is a seasoned finance executive and entrepreneur with over 25 years of experience in the investment management and wealth advisory industries. As the Founding Partner and CEO of Elevation Point, he leverages his extensive industry knowledge and entrepreneurial acumen to drive the strategic vision and growth of the firm.

Experience Summary

Current Role

As the Founding Partner and CEO of Elevation Point, Jim is responsible for setting the company's strategic direction, overseeing all business operations, and leading a team of experienced finance professionals. Under his leadership, Elevation Point has established itself as a trusted wealth management and investment advisory firm, serving a diverse clientele of high-net-worth individuals and families.

Career Progression

Prior to founding Elevation Point, Jim served as the CEO and Founder of Sanctuary Wealth, a leading independent wealth management firm. During his tenure, he grew the company's assets under management to over $2 billion and expanded its presence across multiple markets. Before that, Jim held the position of Divisional Executive at Merrill Lynch, where he was instrumental in driving the firm's growth and client retention strategies.

Earlier in his career, Jim gained valuable experience as an Accountant at Ernst and Young, where he honed his financial analysis and accounting skills.

Academic Background

Jim holds a Bachelor of Science degree in Accounting from Indiana University, where he graduated with honors.

Areas of Expertise

Jim's areas of expertise include investment portfolio management, wealth planning, and strategic business development. He is known for his ability to navigate complex financial markets, identify emerging opportunities, and deliver customized solutions that meet the unique needs of his clients. Additionally, Jim's strong leadership and entrepreneurial skills have been instrumental in building and scaling successful financial services organizations.

Professional Impact

Throughout his career, Jim has been a driving force in the investment management and wealth advisory industries. He has been recognized for his innovative approach to wealth management, and his thought leadership and industry contributions have earned him a reputation as a respected voice in the field.

Conclusion

With his extensive experience, strong industry expertise, and proven track record of success, Jim Dickson is well-positioned to guide Elevation Point's continued growth and expansion. As the Founding Partner and CEO, he is committed to delivering exceptional service and tailored financial solutions to his clients, while also contributing to the overall advancement of the investment management industry.