July 26, 2017 5:53 AM ET

Capital Markets

Company Overview of Threshold Group, LLC

Company Overview

Threshold Group, LLC provides investment advisory services. It engages in the development, implementation, and monitoring of customized investment plans; provision of investment and asset allocation recommendations and oversight; independent research of investment managers, funds, and private investment opportunities; provision of consolidated investment reports; and evaluation and diligent review of alternative investments. The company also provides family office services, such as estate transfer and income tax planning, and private wealth education; and mission-related wealth management services. In addition, it offers project management services, such as aircraft and watercraft management...

3025 Harborview Drive

P.O. Box 2358

Gig Harbor, WA 98335

United States

Founded in 1958

Phone:

253-851-4300

Fax:

253-851-0464

Key Executives for Threshold Group, LLC

President
Founder
Age: 85
Chief Operating Officer
Chief Client Service Officer
Managing Director of Strategic Relationships
Compensation as of Fiscal Year 2017.

Threshold Group, LLC Key Developments

Threshold Group, LLC Presents at Bloomberg Sustainable Business Summit, Jun-15-2017 03:15 PM

Threshold Group, LLC Presents at Bloomberg Sustainable Business Summit, Jun-15-2017 03:15 PM. Venue: AXIS Pioneer Square, 308 1st Avenue South, Seattle, WA 98104, United States. Speakers: Stephanie Cohn Rupp, Managing Director of Impact Investing.

Threshold Appoints Stephanie Cohn Rupp as Managing Director of Impact Investing

Threshold Group has hired Stephanie Cohn Rupp as managing director of impact investing. In her new role, Rupp will work together with chief investment officer Ron Albahary to develop creative goals-based solutions for clients. Rupp joined Threshold Group from Toniic, where she served as CEO. Rupp, who has over 15 years of experience in global impact investing, has worked for five years at Omidyar Network.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

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