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April 22, 2010

Threshold Group

Threshold Group, a wealth management and family services firm headquartered in Gig Harbor, has completed the purchase of assets from Ashbridge Investment Management, a Philadelphia-based family wealth management firm. Ed Lazar will retain his position as president of Threshold Group while Charles Grace, CEO and chairman of Ashbridge, will be named to Threshold's board of directors. Bill Knott, senior client relationship officer at Ashbridge, will take over the role of chief relationship officer for Threshold Group.




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