PRESS: THE WALL STREET JOURNAL

More Brokers Flee Big Firms, Taking Investors With Them

5 January 2010

Brett Sharkey, Eric Thurber and Fred Molfino, who oversaw $740 million in business at Morgan Stanley Smith Barney, left in August to set up Three Bridge Wealth Advisors in Menlo Park, Calif. Many clients followed.
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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."
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PRESS: SILICON VALLEY / SAN JOSE BUSINESS JOURNAL

Three Bridge Wealth Advisors Launches In Menlo Park

24 August 2009

Members of the venture group at Morgan Stanley Smith Barney announced Monday they have set up an independent financial advisory firm, Three Bridge Wealth Advisors.

Eric Thurber, Fred Molfino and Brett Sharkey will all be managing directors of the new Menlo Park company.

The three said that while at Morgan Stanley they and their associates advised on more than $740 million in assets for the venture capital and private equity communities in and around Silicon Valley.

The team said it has specialized in providing institutional services to venture capital and private equity firms, including distribution management, restricted stock sales and settlement, 10b5-1 plans, hedging, and monetization.

The Three Bridge founders added that they expanded their practice over time to include personal wealth management services to the individuals of the community, with an emerging focus on retirement plan services.

The new firm's office is at 2180 Sand Hill Road, Suite 400.

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