|By PR Newswire||
|August 28, 2014 08:35 AM EDT||
SEATTLE and PHILADELPHIA, Aug. 28, 2014 /PRNewswire/ -- Threshold Group, a family-owned wealth management firm and family office, further fortified its investment and client service capabilities by adding three new talented and experienced employees.
Threshold recently welcomed fifteen-year investment and wealth management veteran, Teresa Wells, as Director of Investment Strategy in their Seattle office. In this newly created executive role, Wells will lead all research activities on the West Coast and will work closely with Chief Investment Officer Ron Albahary in developing strategic and tactical asset allocation strategies and designing innovative outcome oriented solutions for Threshold clients. Additionally, she will join Mark deVries, Threshold's Director of Manager Research, in driving the firm's investment manager due diligence process across a variety of asset classes.
"Teresa brings deep investment acumen to the team, with skills and experience that we think will certainly benefit our clients and their portfolios," said Albahary, Threshold CIO. "One of the key underpinnings of Threshold's investment philosophy is an understanding of the acute impact of behavioral biases on the investment decision making process. Teresa brings the potent combination of high competence and confidence balanced with humility and authenticity which we believe will help enhance the quality of the decisions we make in an increasingly complex economic and market environment."
Most recently, Teresa served as the Investment Strategist of Laird Norton Wealth Management (LNWM). Prior to her time with LNWM, she oversaw the investment proposition for two large institutional portfolios at the Seattle City Employee's Retirement Plan and Farmers Life Insurance Co.
Capitalizing on Threshold's investment team build-out, Ryan Campbell joined the firm as an investment analyst in their Philadelphia office. Campbell will assist with research, selection and monitoring of investment managers. Campbell brings seven years of investment research and management experience from Convergent Wealth Advisors and Goldman Sachs where he worked in private wealth management, fixed income sales, and investment analysis.
On the client service side, Threshold welcomed Nicholas Hickly, as an Associate Director in their Seattle office. With ten years of wealth management experience, Hickly will help the firm's wealth advisors develop wealth plans centered on clients' goals. He will manage the set-up and maintenance of clients' investment accounts and assist with tax and estate planning. Hickly comes to Threshold from United Capital where he worked as a Private Wealth Manager. He also worked as a financial advisor at Chase Wealth Management, Merrill Lynch and Edward Jones.
"The addition of these highly talented people to our Threshold team demonstrates our ongoing commitment to exceptional customer service and our continual desire to identify the best investment options that align with our clients' goals," said Ed Lazar, president of Threshold Group. "As our recent expansion attests, we believe we are in a unique position to serve more families in the communities where we work, and we are particularly building up our investment management resources to deliver our research and analysis to a greater number of families and individuals who we think can benefit from working with us."
Threshold Group / www.thresholdgroup.com / provides investment guidance, financial planning, legacy planning and family office services for families and private foundations that require a comprehensive and personalized approach to wealth advisory services. The independent, family-owned firm oversees nearly $3 billion in assets and employs approximately 40 associates with four offices in Gig Harbor, WA; Philadelphia, PA; Portland, OR; and Seattle, WA. All data based on assets under management as of 6/30/2014.
CONTACT: Megan O'Brien, 206-748-3692 / Email
SOURCE Threshold Group
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