Elevation Point Nabs Ex-Dynasty Exec as COO

Caitlin Douglas, formerly a managing director at Dynasty Financial Partners, has joined Elevation Point, a recently launched RIA firm, as a founding partner and chief operating officer.

As COO, Douglas will oversee the optimization of the firm’s operational strategies, according to the announcement, with a focus on driving growth and attracting new advisor teams.

“Caitlin is renowned in the industry for her deep understanding of the needs of advisors seeking to transition and thrive in independence,” Jim Dickson, founding partner and CEO of Elevation Point, said in a statement. “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 brings nearly 20 years of industry experience to Elevation Point, most recently serving as Dynasty Financial Partners’ head of transitions and relationship management. Before that, she served as director of client services at Keeney Financial Group and as a wealth advisor at Integrated Financial Solutions.