SEATTLE, Sept. 26, 2013 /PRNewswire/ — Threshold Group, a leading family-owned wealth management firm, is pleased to announce the addition of Jeanne Goussev as Senior Wealth Advisor. Goussev will be based in Seattle, reporting to Kristen Bauer, Senior Managing Director of the Western Region.
Threshold Group is dedicated exclusively to serving private families and family foundations. In her new role, Goussev will lead client services teams, including planners, analysts and administrators, to offer integrated investment, financial planning, legacy and administrative services that are all aimed at helping families achieve their mission and personalized vision of what matters most in their lives. She will also serve on the executive team, helping lead the organization in its mission to serve families making a difference.
Goussev joins Threshold Group from Whittier Trust, where she served as Vice President and Client Advisor. In her prior role, she worked with 12 ultra-high net worth families, tailoring her services to meet their unique needs. She advised clients on issues such as wealth transfer, preparing the next generation for wealth, philanthropic planning, 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. In addition, Goussev received her law degree from Suffolk University, her bachelor's degree from Bowdoin College and the Certified Trust and Financial Advisor (CTFA™) designation from the Institute of Certified Bankers.
"The breadth of Jeanne's industry experience will be a tremendous asset to Threshold Group and the clients we serve," said Ed Lazar, President of Threshold Group. "Jeanne has advised ultra-high net worth families for more than 14 years, with an approach that aligns closely with Threshold's wealth management philosophy. She tailors the services she provides to meet the needs of each client and to ensure each client's estate plan addresses their goals and desired legacy."
About Threshold Group
Threshold Group is a family-owned wealth management firm with approximately 50 family clients in 35 states, 40 employees across four offices in the US, and nearly $3 billion in assets. Threshold works selectively with a community of clients that understands and appreciates the principles of integrity, lifelong learning, respect for the individual, the value of teamwork and the power of community.
Threshold Group provides investment guidance, financial planning, legacy planning and family office services for families and private foundations that require a comprehensive and personalized approach to wealth advisory services. Threshold Group is a Registered Investment Advisor. Data based on assets under advisement as June 30, 2013. For more information, visit www.thresholdgroup.com.
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