People Moves

Threshold Group Boosts Investment Team With Three Senior Hires

Eliane Chavagnon Editor - Family Wealth Report August 29, 2014

Threshold Group Boosts Investment Team With Three Senior Hires

Threshold Group, a family-owned wealth management firm and family office, has enhanced its investment and client service capabilities with three senior hires.

Threshold Group, a family-owned wealth management firm and family office, has enhanced its investment and client service capabilities with three senior hires.

Teresa Wells has been appointed as director of investment strategy in Seattle, WA, where she will lead research activities on the West Coast while working alongside chief investment officer Ron Albahary and Mark deVries, Threshold's director of manager research. Most recently, Wells was an investment strategist at Laird Norton Wealth Management.

Meanwhile, Ryan Campbell has joined Threshold as an investment analyst in Philadelphia, PA, to assist with the research, selection and monitoring of investment managers. Campbell has seven years of investment research and management experience, having previously worked at Convergent Wealth Advisors and Goldman Sachs in private wealth management, fixed income sales and investment analysis.

On the client service side, Threshold has brought in Nicholas Hickly as an associate director in Seattle office to work with the firm's wealth advisors. He will manage the set-up and maintenance of clients' investment accounts and assist with tax and estate planning. Hickly was latterly a private wealth manager at United Capital, having also worked as a financial advisor at Chase Wealth Management, Merrill Lynch and Edward Jones.

Threshold Group oversees nearly $3 billion in assets (as of end-June 2014) and employs approximately 40 associates with four offices in Gig Harbor, WA; Philadelphia, PA; Portland, OR; and Seattle, WA.  

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