People Moves

Threshold Group Recruits Senior Wealth Advisor In Seattle From Whittier Trust

Eliane Chavagnon Deputy Editor - Family Wealth Report September 30, 2013

Threshold Group Recruits Senior Wealth Advisor In Seattle From Whittier Trust

Threshold Group, a family-owned wealth management firm, has hired Jeanne Goussev as a senior wealth advisor,
based in Seattle
and reporting to Kristen Bauer, senior
managing director of the Western region.

Goussev will lead client services teams including
planners, analysts and administrators, to offer investment, financial planning,
legacy and administrative services. She will also serve on the executive team.

Goussev is latterly of Whittier Trust, where she served as vice president
and client advisor, working with 12 ultra high net worth families on issues
such as wealth transfer, preparing the next gen for wealth, philanthropy, and
the use of trusts and other vehicles in estate planning.

Prior to joining Whittier Trust, she spent 10 years in trust administration,
most recently as vice president and senior trust officer at US Trust, Bank of
America Private Wealth Management.

Threshold Group has some 50 family clients in 35 states, 40
employees across four offices in the US and
nearly $3 billion in assets. 

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