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Brett Sharkey

Co-Founder and Managing Director at Three Bridge Wealth Advisors, LLC

Three Bridge Wealth Advisors

United States, California, Portola Valley

About Me

Mr. Brett Sharkey is a Co-Founder and serves as Managing Director at Three Bridge Wealth Advisors. He 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

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Profile Information

Co-Founder and Managing Director at Three Bridge Wealth Advisors, LLC

Three Bridge Wealth Advisors

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Portola Valley

California

United States

Sep 30, 2024

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