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

Brett Sharkey
Co-Founder and Managing Director at Three Bridge Wealth Advisors, LLC
Three Bridge Wealth Advisors
United States, California, Portola Valley
About Me
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
Keylinks
More profiles to browse
Eric Thurber
Co-Founder and Managing Director
Richard Cheever
Director, Investment Strategy & Research
You Might Like
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors