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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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Brad Smithy

President of wealth management at Elevation Point

At a glance

Brad Smithy was named president of wealth management at Elevation Point (our reporting, November 4, 2026). One story in our coverage names them so far.

Firm
Elevation Point
Role
President of wealth management
In our coverage
1 story

The record

  1. Named president of wealth management at Elevation Point

    Former UBS Fort Worth team launches Cleros Wealth with Elevation Point backing Financial ADVSR

How this page is built

Every line on this page comes from a story that names Brad Smithy: our own reporting or a news item on our wire, each linked above. Titles, firms, team names and asset figures are shown as those stories reported them on the date shown, and assets are the team’s as reported, not verified figures. We don’t add ages, photos, credentials or anything a cited story doesn’t say. Profiles with fewer than 2 stories aren’t listed in search engines until more coverage builds. This is news coverage, not an endorsement or a recommendation of any advisor.

Last updated November 4, 2026. All people in our coverage →