Eric T. Thurber,  Managing Director

Eric brings to the team experience, a deep understanding of the industry, intelligence, vision, and passion. Eric believes strongly in a value based approach to wealth planning, advising clients with an integrated approach that spans investment consulting, estate planning, philanthropic planning, risk management and expert relationship management. He also has 20 years of experience with investment manager due diligence, portfolio construction, asset allocation and alternative investment analysis.

Eric started working on Wall Street in Solomon Brother's Sales and Trading Program in New York City. He has served as a financial advisor to wealthy families since 1995, when he began his career at Montgomery Securities in The Private Client Department. In 1998, he joined Salomon Smith Barney, where he founded and built The Venture Group. Before founding Three Bridge, he was a Senior Wealth Director and Senior Vice President at Morgan Stanley Smith Barney. Before Citi's merger with Morgan Stanley, he was a Senior Wealth Director at Citi Family Office, a division of Citigroup formed to serve the wealthiest and most sophisticated clients of the firm.

Eric holds a JD from Harvard Law School and a Bachelor of Science in Economics, Magna Cum Laude, from the University of Nebraska-Lincoln. He holds a Certified Investment Management Analyst (CIMA) designation from Wharton Business School. Eric also serves as an associate at the Stanford Institute for Economic Policy Research and has trained in Stanford University's Executive Education Program.

A committed industry leader, Eric is a member of the inaugural JP Morgan RIA Advisory Council, and a member of Institutional Investors RIA Investment Forum Advisory Board. He is considered a thought leader in the industry, having been quoted in the Wall Street Journal, CNBC, Registered Rep Magazine, Investment and Wealth Monitor, and has been interviewed on The Wall Street Journal Radio Network.




650 433 3505


650 433 3500



Eric T. Thurber