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Threshold Group Recruits Senior Wealth Advisor In Seattle From Whittier Trust

Eliane Chavagnon

30 September 2013

Threshold Group, a family-owned wealth management firm, has hired Jeanne Goussev as a senior wealth advisor, based in Seattle and reporting to Kristen Bauer, senior managing director of the Western region.

Goussev will lead client services teams including planners, analysts and administrators, to offer investment, financial planning, legacy and administrative services. She will also serve on the executive team.

Goussev is latterly of Whittier Trust, where she served as vice president and client advisor, working with 12 ultra high net worth families on issues such as wealth transfer, preparing the next gen for wealth, philanthropy, 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.

Threshold Group has some 50 family clients in 35 states, 40 employees across four offices in the US and nearly $3 billion in assets.