Kate Donnelly joins Threshold Group to expand Community Square; others promoted
SEATTLE, Nov. 25, 2013 /PRNewswire/ — Threshold Group, a leading family-owned wealth management firm and family office, is pleased to announce an expansion of dedicated professionals to its Community Square offering.
About Community Square
Inspired by families searching for meaningful conversations and deeper connections with like-minded individuals, Threshold Group's Community Square helps high-net-worth families manage a widening range of pressing social and human issues that accompany wealth. Community Square is a collaborative forum and educational resource for Threshold clients, friends, and colleagues. A peer-driven community for learning and exploration, Community Square also provides an opportunity for families to connect with top experts, visionaries and innovators about topics such as parenting, philanthropy, and investing.
Kristen Powers Bauer takes on Executive Director role for Community Square
For the past decade, Bauer served as a client advisor and relationship manager with Threshold Group. From that role, she spearheaded the establishment of Community Square for Threshold clients, and as of July 1 she was named Executive Director for Community Square in addition to her role as Senior Managing Director – Western Division. "I am inspired by our client families. They are smart, thoughtful individuals and we are here to help them become connected and empowered through Community Square," said Bauer of her expanded role.
Kate Donnelly joins as Wealth Advisor, Director of Community Square
Threshold Group welcomes Kate Donnelly as Director for Community Square. In her new role, Donnelly will lead the development of educational events and resources available to clients and their friends and colleagues, as well as ongoing connections and opportunities for Community Square participants.
Donnelly joins Threshold Group from Laird Norton Wealth Management, where she was a Senior Client Analyst. In her prior role she worked with high-net-worth families on their comprehensive financial planning and investment needs. As an educator, Donnelly launched and led a team to deliver an annual financial and philanthropic planning workshop for teenagers in partnership with The Seattle Foundation.
Donnelly volunteers as Pro Bono Director of the Financial Planning Association of Puget Sound, has a bachelor's degree in education, and is a Certified Financial Planner™ (CFP®) professional.
Katrin Dietz promoted to Operations Manager of Community Square
A further expression of Threshold's commitment to Community Square, Katrin Dietz has been promoted to manage operations for Community Square. Previously, Dietz served as executive assistant at Threshold Group and ensured effective leadership by the organization's executive team. She brings deep experience in the service industry through her prior experience as a Client Service Assistant at Russell Investments as well as various management roles at the Four Seasons and the Westin.
Dietz holds a Bachelor of Science in Business Administration from the University of Nevada Las Vegas.
From Ed Lazar and Kristen Bauer
"For many families of affluence, the toughest challenges today are less about wealth and more about well-being," said Ed Lazar, President of Threshold Group. "Knowing that no one person has all the answers to these complex issues, we felt that bringing our client families together with experts to share, explore and engage in conversations might help our families navigate these difficult waters. Many of the families we partner with feel like they are alone in dealing with these issues. By bringing them together, not only do they realize they are not alone in their journey, but they learn that many other families face similar issues with similar concerns. Sometimes the conversation between families in a non-threatening environment is where the real learning develops."
"Community Square is about creating a holistic, collective impact," said Kristen Bauer, Senior Managing Director and Executive Director of Community Square. "Our clients learn from one another; advisory organizations learn from one another; families learn from experts, and in return, experts learn from families. Our end game is to raise the overall level of competence and confidence among all families of wealth, and specifically our clients."
Threshold will be hosting a number of Community Square events in Seattle, Philadelphia, and Portland in 2014. For more information, please call 206.748.3684.
About Threshold Group
Threshold Group is a family-owned wealth management firm with approximately 50 family clients in 35 states; offices in Gig Harbor, Philadelphia, Portland and Seattle; and nearly $2.5 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.
Press Contact:
Allison Rapaport
Email
253.857.1602
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 September 30, 2013.