Threshold Group adds Kyle Mylius, CFA as Director, Wealth Advisory, West Coast

Threshold Group adds Kyle Mylius, CFA as Director, Wealth Advisory, West Coast

Seattle – Threshold Group (http://www.thresholdgroup.com), a leading family-owned wealth management firm and family office, has added Kyle Mylius, CFA as a Director, Wealth Advisory, serving West Coast clients from the Seattle office.

Mylius brings more than 25 years of experience working in the asset management and wealth advisory business, much of that involving impact investing, a central theme for many Threshold Group clients. Most recently, he was a Lead Advisor with The Caprock Group, where, for the last four years he fostered a strong Pacific Northwest network of impact investors and investees.

Prior to that, he worked at Portfolio 21, a boutique ESG (environmental-social-governance) global equity manager based in Portland and sat on the Board of Upstream 21, an Oregon corporation that put capital to work in private companies to help them improve their financial, social and environmental performance.

Before turning his practice towards impact investing, Mylius had a long career in traditional finance, with business development and client relations roles at Nicholas Applegate, Rainier Investment Management, Bridgeway Capital and Russell/Mellon Analytical Services.

In addition to his Bachelor’s degree in Finance from University of Texas at Austin, Mylius holds a certificate in Sustainable Business Management from Pinchot, Bainbridge Graduate Institute in Seattle. He is also a Chartered Financial Analyst (CFA) charterholder.

“We are proud to add Kyle to our growing team,” notes Kristen Bauer, CPA, PFS, senior managing director. “He is well known, particularly in the greater Seattle community, as a highly respected advocate and facilitator for impact investing. When people seek to activate their resources for societal or environmental good, he is an accomplished guide.”

Threshold Group emphasis on impact investing

The company made its first impact investment in 2008 and has since helped its clients direct about one-third of their total assets under management toward impact investing. Threshold Group is committed to creating innovative solutions, as evidenced by its thematic strategies around sustainable real assets, access to capital, and place-based strategies, including its “Invest Northwest” regional investment platform.

The company has also introduced the Forefront Impact Resiliency Strategy, a highly diversified mix of mutual funds and exchange traded funds (ETFs) that meet ESG standards.

About Threshold Group
©2016, Threshold Group, LLC, is a family-owned wealth management firm, dedicated exclusively to serving families, individuals, and family foundations. It serves clients in more than 25 states. The company provides integrated investment guidance, financial planning, legacy planning and family office services – all aimed at helping clients achieve their missions and priorities.

The firm is a Registered Investment Advisor with approximately $2.8 billion of assets under management (AUM) and roughly $1 billion designated to impact investments, as of December 31, 2015. Offices are in Seattle, Gig Harbor, Wash. and Philadelphia. Threshold Group may be reached at 888-252-3889.

Threshold Group was founded, and continues to be owned, by the Russell family, which created the global investment services firm known today as Russell Investments. The Russell firm, commonly recognized for its stock indices, built its core competency based on decades of fiercely independent evaluation of investment managers.

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Photo available.

Media contact: 
Dale Gluck, for Threshold Group,
206-303-0280, 
[email protected]