Company Overview of Threshold Group, LLC
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
Founded in 1958
Key Executives for Threshold Group, LLC
Chief Client Service Officer
Managing Director of Strategic Relationships
Compensation as of Fiscal Year 2015.
Threshold Group, LLC Key Developments
Threshold Appoints Stephanie Cohn Rupp as Managing Director of Impact Investing
Nov 24 15
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.
Threshold Group Appoints Lisa Chin to its Board of Directors
Dec 17 13
Threshold Group announced that Lisa Chin will join its Board of Directors. Chin, currently founding Executive Director of Year Up Puget Sound, is an experienced leader for nonprofit organizations and business groups. Chin fills a board seat vacated by Ashbridge Investment Management Founder, Charles B. Grace, Jr., whose term ends in 2013.
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