Threshold Group, a leading family-owned wealth management firm and family office, has expanded dedicated professionals to its Community Square offering.
Kristen Powers Bauer takes on Executive Director role for Community Square
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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.
Bauer said: "I am inspired by our client families. They are smart, thoughtful individuals and we are here to help them become connected and empowered through Community Square."
Kate Donnelly joins as Wealth Advisor, Director of Community Square
Threshold Group welcomes Kate Donnelly as Director for 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.
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By GlobalDataDonnelly 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.
As an educator, Donnelly launched and led a team to deliver an annual financial and philanthropic planning workshop for teenagers in partnership with The Seattle Foundation.
Donnelly volunteers as Pro Bono Director of the Financial Planning Association of Puget Sound, has a bachelor’s degree in education, and is a Certified Financial Planner (CFP) professional.
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.
Dietz holds a Bachelor of Science in Business Administration from the University of Nevada Las Vegas.
About Community Square
Inspired by families searching for meaningful conversations and deeper connections with like-minded individuals, Threshold Group’s Community Square helps high-net-worth families manage a widening range of pressing social and human issues that accompany wealth.
Community Square is a collaborative forum and educational resource for Threshold clients, friends, and colleagues. A peer-driven community for learning and exploration, Community Square also provides an opportunity for families to connect with top experts, visionaries and innovators about topics such as parenting, philanthropy, and investing.
