“Guiding a wealth management practice like ours means building a competitive edge with high-tech tools that meet the demands of our digitally-sophisticated clients,” said Tim Cavanaugh, chairman of Threshold’s board of directors. “Ruben’s deep experience with fast-growth, online companies will help us deliver advanced technological capabilities designed to provide increasing value to our clients.”

Ortega is an innovator in online search and scaling in e-commerce businesses, holding over three dozen patents focused on improving customer experience in searching and browsing.

Threshold Group serves high net worth families, individuals and private foundations across 35 states from offices in Seattle, WA, and Gig Harbor, WA, and Philadelphia, PA.