Threshold Group, a family-owned wealth management firm and family office, further fortified its investment and client service capabilities by adding three new employees.
Threshold has appointed Teresa Wells, as director of investment strategy in their Seattle office.
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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.
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.
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By GlobalDataCampbell 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."
