Family Office
MFO Threshold Group appoints director of research

Boutique creates a new position and hires two veteran investment advisors. Threshold Group has appointed Greycourt & Company's former research chief Peter Wilamoski as its own director of research, a new position. The Gig Harbor, Wash.-based multifamily office has also hired a pair of experienced investment advisors -- Jennie Tyndall and Craig Muska -- to fill vacancies.
All three start at Threshold on 1 May 2009.
"We are excited to introduce our clients to these high-quality, experienced team players at a time when families are increasingly in need of level-headed, forward-looking investment advice," says Threshold's president Ed Lazar.
New ideas
Wilamoski will be responsible for overseeing the integration of portfolio management with Threshold's clients' other wealth-management services and for introducing new investment ideas to the families Threshold serves.
In part, Threshold created Wilamoski's position to give its CIO David Rosenberg a chance to focus his energies on market analysis and interaction with clients while Wilamoski works more directly with the firm's client-service and operations teams.
Prior to joining Portland, Ore.-based Greycourt, Wilamoski was a research analyst with Russell Investments and 10 years as an assistant professor and instructor in economics at Seattle University and the University of Portland.
Threshold began as the family office of Russell Investments' chairman emeritus George Russell. It became a commercial family office in 2003 -- about four years after the Russell family sold its Tacoma, Wash.-based manager-of-managers business to Milwaukee-based Northwestern Mutual.
Tyndall comes to Threshold from stints an independent investment consultant with a major healthcare provider and a large endowment fund. Before those stints, she was a portfolio strategist with Russell Investments.
Muska is a 15-year veteran of the investment-management business who joins Threshold from IW Financial, a "socially responsible" investment consultancy based in Portland, Ore.
Tyndall and Muska are set to replace Paul Carter, now a principal with Tacoma-based Point Defiance Capital Management, and Craig Hamilton, who left for a career as a teacher and part-time business consultant.
Threshold provides family-office services and investment-advice on approximately $1.5 billion to 13 families across more than 50 households. In addition to its headquarters in Gig Harbor, it has offices in New York and in Portland, Ore. -FWR
Purchase reproduction rights to this article