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: 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.

PRESS: DOW JONES NEWSWIRES

DJ STREET MOVES: MSSB Team Leaves To Set Up Independent Shop

21 August 2009

NEW YORK (Dow Jones)--Frustration with working at a major brokerage firm led financial advisers Eric Thurber, Fred Molfino, and Brett Sharkey to strike out on their own.

The high-producing team from Morgan Stanley Smith Barney left the firm a week ago to form Three Bridge Wealth Advisors, an independent financial advisory firm. The three advisers, who worked at Smith Barney for years before its recent combination with Morgan Stanley, had $2.2 million in annual production and managed $750 million in client assets. The team is based in Menlo Park, Calif., and will custody its assets with Charles Schwab Corp. (SCHW), which services more than 6,000 independent firms.
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