Elevation Point, a forward-thinking wealth management firm committed to nurturing growth and following the RIAs principles recently revealed the addition of two distinguished veterans, Bradford Smithy and Robert B. Tamarkin, as founding partners. With their extensive experience and expertise, Smithy and Tamarkin will take on pivotal roles as members of the firm’s executive committee.
They will be dedicated to advancing partnership development and spearheading strategies to drive the firm’s expansion and overall growth. Their arrival marks a significant milestone in Elevation Point’s mission to elevate its service offerings and broaden its impact in the wealth management landscape.
Words from Elevation Point’s CEO
Their track record of success highlights their commitment to not only understanding but also addressing the unique needs of advisors, ensuring they can address a wide array of challenges and offer highly personalized and innovative client experiences.
Smithy and Tamarkin have become renowned for their proactive approach to removing barriers that might hinder advisors from reaching their full potential. Their insights into industry dynamics, along with their knack for anticipating and adapting to shifts have earned them stellar reputations as leaders and innovators in the wealth management field.
By consistently guiding advisors through evolving markets over the years, they have positioned themselves as trusted partners and thought leaders.
Bringing in Decades of Wealth Management Experience
Mr. Bradford Smithy brings a wealth of experience to Elevation Point, with over 30 years in the wealth management industry. His extensive career includes more than 15 years at UBS, where he held significant leadership positions, including Divisional Director. In this role, he was responsible for overseeing a vast network of over 1,900 financial advisors, who managed nearly $500 billion in assets under management.
Before his tenure at UBS, Mr. Smithy spent another 15 years at Merrill Lynch. His roles there were diverse and impactful, ranging from financial advisor to complex sales manager, complex director and district sales manager. This broad spectrum of experience has equipped him with a deep understanding of the industry and a proven ability to lead and manage high-performing teams.
Mr. Robert B. Tamarkin also had plenty of experience before joining Elevation Point. Initially, he was at UBS, where he made significant contributions as the Market Director for the Southeast Market.
In this role, he led the firm’s wealth management offices in Atlanta and across Georgia, demonstrating his exceptional leadership and strategic acumen. His expertise extended to managing UBS offices in South Carolina, North Carolina, Mississippi and Alabama, showcasing his ability to drive success across multiple regions.