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August 29, 2014updated 04 Apr 2017 2:02pm

Wealth manager Threshold Group expands investment team

Threshold Group, a family-owned wealth management firm and family office, further fortified its investment and client service capabilities by adding three new employees.

By Verdict Staff

Threshold Group, a family-owned wealth management firm and family office, further fortified its investment and client service capabilities by adding three new employees.

Free Report
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Analyze opportunies within the wealth management market in APAC

GlobalData’s ‘Asia-Pacific Wealth Management: Market Sizing and Opportunities to 2026’ report provides a comprehensive overview of the Asia-Pacific (APAC) wealth management market.
  • The report analyzes the APAC wealth and retail savings and investments markets. This includes affluent market size, both by number of individuals and the value of their liquid assets.
  • The affluent population grew by 5.3% in 2021 and is expected to grow at an AAGR of 4.8% between 2022 and 2026.
  • The value of liquid assets held by the affluent segment surged by 8.4% in 2021, backed by economic recovery. HNW individuals’ financial wealth grew by 12%, while mass affluent individuals’ wealth grew by 6.0%.
  • The report provides an analysis of factors driving liquid asset growth. It is also split into asset classes - equities, mutual funds, deposits, and bonds.
  • The affluent population are more risk-tolerant and invest a significant proportion of their investments in risky assets such as equities, compared to emerging affluent and mass market individuals.
The report also provides data and insights on the size of offshore holding of HNW investors in the APAC region.
by GlobalData
Enter your details here to receive your free Report.

Threshold has appointed 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.

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."

 

Free Report
img

Analyze opportunies within the wealth management market in APAC

GlobalData’s ‘Asia-Pacific Wealth Management: Market Sizing and Opportunities to 2026’ report provides a comprehensive overview of the Asia-Pacific (APAC) wealth management market.
  • The report analyzes the APAC wealth and retail savings and investments markets. This includes affluent market size, both by number of individuals and the value of their liquid assets.
  • The affluent population grew by 5.3% in 2021 and is expected to grow at an AAGR of 4.8% between 2022 and 2026.
  • The value of liquid assets held by the affluent segment surged by 8.4% in 2021, backed by economic recovery. HNW individuals’ financial wealth grew by 12%, while mass affluent individuals’ wealth grew by 6.0%.
  • The report provides an analysis of factors driving liquid asset growth. It is also split into asset classes - equities, mutual funds, deposits, and bonds.
  • The affluent population are more risk-tolerant and invest a significant proportion of their investments in risky assets such as equities, compared to emerging affluent and mass market individuals.
The report also provides data and insights on the size of offshore holding of HNW investors in the APAC region.
by GlobalData
Enter your details here to receive your free Report.

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