PRESS RELEASES: MORRISON SHAFROTH, CSG | PR, (720) 470-3653
ELITE WEALTH MANAGEMENT TEAM GOES INDEPENDENT, Three Bridge Wealth Advisors Set To Serve The Sand Hill Road Community
24 August 2009
MENLO PARK, CA Eric Thurber, Fred Molfino, and Brett Sharkey today announced the creation of Three Bridge Wealth Advisors (Three Bridge), a new independent financial advisory firm located in Menlo Park, CA. All will serve as Managing Directors of the new company.
The principals of Three Bridge previously represented The Venture Group at Morgan Stanley Smith Barney. There, the team and its associates advised on more than $740 million in assets for the venture capital and private equity communities in and around Silicon Valley.
"The independent structure is the best way we know to serve the unique investment needs of our extraordinary clients," said Mr. Molfino. "As a boutique firm, Three Bridge is in a position to provide a level of service that's simply not attainable at a larger wirehouse brokerage."