Industry Leaders Eric Clarke and Mike Mikan Join Elevation Point's Board of Directors

Mr. Clark and Mr. Mikan Bring Expertise in Wealthtech, Data Strategy and Deal Structuring to Support Elevation Point's Mission to Empower Independent Advisors

MINNEAPOLIS, June 2, 2025 /PRNewswire/ -- Elevation Point, a strategic growth partner and minority investor supporting independent advisors and breakaway teams, welcomes Eric Clarke, founding CEO of Orion Advisor Solutions, and Mike Mikan, president and CEO of NeueHealth and former CFO of UnitedHealth Group, to its board of directors.

"This is an exciting milestone as we welcome Eric and Mike to our board," said Jim Dickson, founding partner and CEO of Elevation Point. "With long histories of reshaping companies and industries, Eric is a proven disruptor in wealthtech, and Mike brings deep experience in complex deal structuring. Both will bring invaluable strategic insight to our board."

Mr. Clarke and Mr. Mikan bring decades of executive leadership experience and track records of driving transformational growth. Their expertise will support the strategic minority investor in its mission to help partner independent and breakaway advisors stay ahead of emerging trends and evolving client needs.

"Elevation Point is elevating the industry by leveraging the best technologies and customizing them to fit the unique needs and preferences of advisors and clients, with a relentless focus on strengthening relationships," said Eric Clarke, founding CEO of Orion Advisor Solutions and member of Elevation Point's board of directors. "In the age of AI, independent advisors have unprecedented opportunities to scale through technology, and Elevation Point is leading the way in ensuring that this technology is tailored to drive real, meaningful impact for both advisors and their clients."

Mr. Mikan currently serves as president and CEO of NeueHealth and previously held senior executive roles including EVP and CFO of UnitedHealth Group, CEO of Optum, interim CEO of Best Buy, and president of ESL Investments. Mr. Mikan has a proven track record of building large-scale businesses, leading growth and strategy to create industry leaders.

"In a landscape where most RIAs and breakaway teams are looking to find new ways to scale while staying agile, Elevation Point offers something increasingly valuable—support for growth that won't compromise independence," said Mike Mikan, president and CEO of NeueHealth and member of Elevation Point's board of directors. "I look forward to helping the team optimize its investment strategy and bring innovative, strategic deal structures to our partners."

"We're pleased to welcome Eric and Mike to our board," said Mark Penske, founding partner and chairman of the board at Elevation Point. "These two leaders share our vision for Elevation Point and recognize the value of our role as a minority stake investor focused on empowering our partners to grow while maintaining their independence."

Elevation Point also announces that John Sabre has retired from his role as executive chairman of the board. Mr. Sabre, who served as CEO and managing partner of Mount Yale prior to its acquisition by Elevation Point last year, remains an investor in the firm. Additionally, Greg Anderson, co-founder of Mount Yale and now Chief Investment Officer at Elevation Point, continues to serve on the board alongside Mr. Dickson and Mr. Penske and newly appointed members Mr. Clarke and Mr. Mikan. Liz Nesvold, Chair of Emigrant Partners, also joined the board as an observer in May following the announcement of Elevation Point's strategic minority investment from the firm.

About Elevation Point
Elevation Point is a strategic growth partner for independent RIAs and breakaway advisors. Focused on minority-stake partnerships, the firm helps elite advisory teams transition, scale, and thrive—without sacrificing independence. Distinguishing itself from aggregators, Elevation Point champions a collaborative approach that prioritizes advisor values and client outcomes.
For more information, please visit elevationpoint.com, and for the latest updates, follow Elevation Point on LinkedIn.

Disclaimer

Elevation Point Wealth Partners, LLC is an SEC-registered investment adviser and a wholly owned subsidiary of Elevation Point, LLC. Elevation Point, LLC also owns Princeton Fund Advisors, LLC, which is separately registered with the SEC as an investment adviser. SEC registration does not imply a certain level of skill or training, nor does it constitute an endorsement of the firm by the SEC.

This communication is for informational and discussion purposes only. It does not constitute investment, legal, or tax advice, and should not be construed as a recommendation, solicitation, or offer to buy or sell any securities or to adopt any specific investment strategy. All investments carry the risk of loss, and alternative or private-market investments may involve additional risks and limited liquidity.

Any forward-looking statements or projections are based on current expectations, assumptions, and market conditions as of the date of this release. These statements are subject to change without notice, and actual results may differ materially. Past performance is not indicative of future results.

For additional information about Elevation Point Wealth Partners, including access to its Form ADV, please visit www.adviserinfo.sec.gov.

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SOURCE Elevation Point