July 23, 2014 6:24 PM ET

Capital Markets

Company Overview of Threshold Group, LLC

Company Overview

Threshold Group, LLC provides investment advisory services. It engages in the development, implementation, and monitoring of customized investment plans; provision of investment and asset allocation recommendations and oversight; independent research of investment managers, funds, and private investment opportunities; provision of consolidated investment reports; and evaluation and diligent review of alternative investments. The company also provides family office services, such as estate transfer and income tax planning, and private wealth education; and mission-related wealth management services. In addition, it offers project management services, such as aircraft and watercraft management...

3025 Harborview Drive

P.O. Box 2358

Gig Harbor, WA 98335

United States

Founded in 1958

Phone:

253-851-4300

Fax:

253-851-0464

Key Executives for Threshold Group, LLC

President
Chief Operating Officer
Chief Client Service Officer
Managing Director of Strategic Relationships
Compensation as of Fiscal Year 2014.

Threshold Group, LLC Key Developments

Threshold Group Appoints Lisa Chin to its Board of Directors

Threshold Group announced that Lisa Chin will join its Board of Directors. Chin, currently founding Executive Director of Year Up Puget Sound, is an experienced leader for nonprofit organizations and business groups. Chin fills a board seat vacated by Ashbridge Investment Management Founder, Charles B. Grace, Jr., whose term ends in 2013.

Threshold Group Announces an Expansion of Dedicated Professionals to its Community Square Offering

Threshold Group announced an expansion of dedicated professionals to its Community Square offering. Kristen Powers Bauer takes on Executive Director role for Community Square. For the past decade, Bauer served as a client advisor and relationship manager with Threshold Group. From that role, she spearheaded the establishment of Community Square for Threshold clients, and as of July 1 she was named Executive Director for Community Square in addition to her role as Senior Managing Director, Western Division. Kate Donnelly joins as Wealth Advisor, Director of Community Square. In her new role, Donnelly will lead the development of educational events and resources available to clients and their friends and colleagues, as well as ongoing connections and opportunities for Community Square participants. Donnelly joins Threshold Group from Laird Norton Wealth Management, where she was a Senior Client Analyst. In her prior role she worked with high-net-worth families on their comprehensive financial planning and investment needs. Katrin Dietz promoted to Operations Manager of Community Square. A further expression of Threshold's commitment to Community Square, Katrin Dietz has been promoted to manage operations for Community Square. Previously, Dietz served as executive assistant at Threshold Group and ensured effective leadership by the organization's executive team. She brings deep experience in the service industry through her prior experience as a Client Service Assistant at Russell Investments as well as various management roles at the Four Seasons and the Westin.

Threshold Group Appoints Jeanne Goussev as Senior Wealth Advisor

Threshold Group announced the addition of Jeanne Goussev as Senior Wealth Advisor. Goussev will be based in Seattle, reporting to Kristen Bauer, Senior Managing Director of the Western Region. Goussev joins the company from Whittier Trust, where she served as Vice President and Client Advisor. In her new role, Goussev will lead client services teams, including planners, analysts and administrators, to offer integrated investment, financial planning, legacy and administrative services that are all aimed at helping families achieve their mission and personalized vision of what matters most in their lives. She will also serve on the executive team, helping lead the organization in its mission to serve families making a difference.

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