Elevation Securities is a financial services company specializing in mortgages, equities, derivatives and treasuries services.

Finance

Elevation Securities

Elevation Securities' headquarters in Charlotte, NC, United States

Pat Sheehan

Katherine Williams Ambrose

Kelsey Peterson

Iven H.

Jennifer Padovani

The Finance and Investment team at Elevation Securities focuses on strategic financial analysis, investment management, and risk assessment across various asset classes, including mortgages, equities, derivatives, and treasuries. They collaborate to identify lucrative investment opportunities, optimize capital allocation, and drive the company’s financial growth, ensuring a robust portfolio for clients and stakeholders.

Finance and Investment

The Sales and Trading team at Elevation Securities is responsible for executing trades and managing relationships with clients for various financial products, including mortgages, equities, and derivatives. This team analyzes market trends to provide strategic advice, facilitates transactions to optimize investor portfolios, and ensures timely and efficient trade execution, driving revenue growth for the firm.

Sales and Trading

The Investment Analysis team at Elevation Securities focuses on evaluating investment opportunities across various asset classes, including equities and derivatives. Utilizing in-depth market research and quantitative analysis, team members assess risk and identify potential returns, providing critical insights to inform client investment strategies. Their expertise in special situations and event-driven analysis allows the firm to capitalize on unique market events and optimize client portfolios.

Investment Analysis

The Leadership Team at Elevation Securities is responsible for setting the strategic direction and vision of the company, overseeing operations, and driving growth across all financial services segments, including mortgages, equities, derivatives, and treasuries. Comprised of top executives, this team focuses on enhancing client relationships, developing innovative products, and ensuring compliance with industry regulations to maintain Elevation Securities’ competitive edge in the financial market.

Elevation Securities

Org chart

Board & advisors

Teams

Finance and Investment

Sales and Trading

Investment Analysis

Leadership Team

Offices

Elevation Securities

Org chart

Board & advisors

Teams

Finance and Investment

Sales and Trading

Investment Analysis

Leadership Team

Offices

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