Brett Sharkey,  Managing Director

Brett brings to the team his corporate experience, his undivided attention to client needs, and true zeal for his work and for life in general. A founding partner of Three Bridge, Brett is a financial planning specialist whose expertise runs the gamut - from portfolio design and management (including alternative investments as well as hedging & monetization of concentrated equity holdings) to philanthropic and advanced estate planning & wealth transference. He also provides pre-liquidity strategies and guidance to venture fund partners and executives of venture-backed companies.

Brett's professional life began in the semiconductor industry where he held partnership and executive roles at two privately held companies with operations in Silicon Valley and Asia. During these eight years, he learned the ins and outs of corporate culture, managing the pressures and demands of running a successful company. In 2003, he switched to the service side where he could focus his attention on serving the unique needs of high net worth individuals, becoming a Second Vice President of Wealth Management at Morgan Stanley Smith Barney. This combination of corporate and advisory experience affords Brett keen insights into the needs of his clients.

Brett holds a BA from University of the Pacific; is a Series 7 General Securities Representative; a Series 63, Uniform State Exam; Series 65 Investment Advisory Agent; and is California Life Insurance Licensed.

Brett is an avid outdoorsman. In 2007, he stood atop the summit of Mt. Whitney - an experience which has given him the desire to see a few more summits before he is ready to hang up his boots. An enthusiastic sailor, Brett is a member of the St. Francis Yacht Club in San Francisco. He has raced and cruised on both coasts of the United States and Mexico and plans on seeing much more of "the watery part of the world" in the future.

Actively committed to her community, Brett's wife, Michele, is the founder and Executive Director of the 49ers Academy, an alternative middle school in East Palo Alto.

But sailing, mountain climbing, and serving the community pale in comparison to the unbridled delight Brett and Michele take in spending time with their two daughters, Jordan and Lauren.

CONTACT BRETT

EMAIL

D

650 433 3507

T

650 683 0257

THREE BRIDGE TEAM

MANAGING DIRECTORS

Brett Sharkey

DIRECTORS