ERIC T. THURBER CO-FOUNDER & MANAGING DIRECTOR
ERIC BRINGS TO THE TEAM EXPERIENCE, A DEEP UNDERSTANDING OF THE INDUSTRY, INTELLIGENCE, VISION, AND PASSION. ERIC BELIEVES STRONGLY IN A VALUE BASED APPROACH TO WEALTH PLANNING, ADVISING CLIENTS WITH AN INTEGRATED APPROACH THAT SPANS INVESTMENT CONSULTING, ESTATE PLANNING, PHILANTHROPIC PLANNING, RISK MANAGEMENT AND EXPERT RELATIONSHIP MANAGEMENT. HE ALSO HAS 20 YEARS OF EXPERIENCE WITH INVESTMENT MANAGER DUE DILIGENCE, PORTFOLIO CONSTRUCTION, ASSET ALLOCATION AND ALTERNATIVE INVESTMENT ANALYSIS.
ERIC STARTED WORKING ON WALL STREET IN SOLOMON BROTHER'S SALES AND TRADING PROGRAM IN NEW YORK CITY. HE HAS SERVED AS A FINANCIAL ADVISOR TO WEALTHY FAMILIES SINCE 1995, WHEN HE BEGAN HIS CAREER AT MONTGOMERY SECURITIES IN THE PRIVATE CLIENT DEPARTMENT. IN 1998, HE JOINED SALOMON SMITH BARNEY, WHERE HE FOUNDED AND BUILT THE VENTURE GROUP. BEFORE FOUNDING THREE BRIDGE, HE WAS A SENIOR WEALTH DIRECTOR AND SENIOR VICE PRESIDENT AT MORGAN STANLEY SMITH BARNEY. BEFORE CITI'S MERGER WITH MORGAN STANLEY, HE WAS A SENIOR WEALTH DIRECTOR AT CITI FAMILY OFFICE, A DIVISION OF CITIGROUP FORMED TO SERVE THE WEALTHIEST AND MOST SOPHISTICATED CLIENTS OF THE FIRM.
ERIC HOLDS A JD FROM HARVARD LAW SCHOOL AND A BACHELOR OF SCIENCE IN AGRICULTURAL HONORS, WITH HIGH DISTINCTION, FROM THE UNIVERSITY OF NEBRASKA-LINCOLN. HE HOLDS A CERTIFIED INVESTMENT MANAGEMENT ANALYST (CIMA) DESIGNATION ADMINISTERED BY THE INVESTMENTS & WEALTH INSTITUTE AND TAUGHT IN CONJUNCTION WITH THE WHARTON SCHOOL. ERIC IS THE CURRENT CHAIR OF THE INTERNATIONAL FARMHOUSE FOUNDATION BOARD OF TRUSTEES.
A COMMITTED INDUSTRY LEADER, ERIC was A MEMBER OF THE INAUGURAL JP MORGAN RIA ADVISORY COUNCIl. HE IS CONSIDERED A THOUGHT LEADER IN THE INDUSTRY, HAVING BEEN QUOTED IN THE WALL STREET JOURNAL, CNBC, REGISTERED REP MAGAZINE, INVESTMENT AND WEALTH MONITOR, AND HAS BEEN INTERVIEWED ON THE WALL STREET JOURNAL RADIO NETWORK.
BRETT B. SHARKEY CO-FOUNDER & MANAGING DIRECTOR
Brett 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 entrepreneurs, venture fund partners and executives of venture-backed companies.
Brett's professional life began in the semiconductor industry where he held partnership and executive roles at two privately held companies with operations in Silicon Valley and Asia. During these eight years, he learned the ins and outs of corporate culture, managing the pressures and demands of running a successful company. In 2003, he switched to the service side where he could focus his attention on serving the unique needs of high net worth individuals, becoming a Second Vice President of Wealth Management at Morgan Stanley Smith Barney. This combination of corporate and advisory experience affords Brett keen insights into the needs of his clients.
Brett is an avid outdoorsman and welcomes any opportunity for adventure. He has summited Mt. Whitney twice - and, in the past few years, completed a 70-mile backpacking trip in Chilean Patagonia; 100 miles down the Colorado River during high-water season; a trek in the arctic circle; and a 4,000 mile motorcycle trip from Alaska to California. An enthusiastic sailor, he has raced and cruised on both coasts of the United States and Mexico and plans on seeing much more of "the watery part of the world" in the future.
Brett has been a featured speaker and panelist at Charles Schwab’s IMPACT conferences. he has been featured in the Wall Street Journal, Financial Planning Magazine and Schwab’s Portraits of Independence national campaign.
RICHARD CHEEVER, CFA, CAIA DIRECTOR - INVESTMENT STRATEGY & RESEARCH
RICH JOINED THREE BRIDGE IN 2021 AS THE DIRECTOR OF INVESTMENT STRATEGY AND RESEARCH. HE BRINGS A PASSION FOR INVESTING AND COMMITMENT TO LIFE-LONG LEARNING. PRIOR TO JOINING THREE BRIDGE HE WORKED AS THE RESEARCH DIRECTOR FOR REGISTERED INVESTMENT ADVISORS IN SACRAMENTO AND BERKELEY PERFORMING MANAGER DUE DILIGENCE, PORTFOLIO CONSTRUCTION, PERFORMANCE ANALYSIS, AND MONITORING MARKET AND ECONOMIC CONDITIONS.
RICH HAS OVER 20 YEARS OF INVESTMENT EXPERIENCE AND HAS WORKED AS A REGISTERED REPRESENTATIVE WITH CHARLES SCHWAB, AN EQUITY RESEARCH ASSOCIATE WITH SUNTRUST ROBINSON HUMPHREY, AND VARIOUS BOUTIQUE BAY AREA INVESTMENT MANAGERS.
BORN IN LA PORTE, INDIANA, HE EARNED AN MBA FROM INDIANA UNIVERSITY, A BACHELOR OF SCIENCE DEGREE FROM PURDUE UNIVERSITY, AND IS A CFA CHARTERHOLDER. RICH ENJOYS MUSIC, PHOTOGRAPHY AND EXPLORING WINE COUNTRY WITH HIS WIFE.
CYNTHIA BANFIELD OFFICE MANAGER
cynthia joined three bridge in 2018. She is an Experienced Office Manager with a demonstrated history of working in the venture capital and private equity industry. Skilled in Human Resources, Accounting, Event Planning, Management, and Microsoft Office. Strong administrative professional with an Associate of Arts (AA) focused in Business Administration and Management, General from College of San Mateo.
cynthia loves boating, water skiing and long rides on her husband’s Harley.
JAMES H. MURPHY OPERATIONS DIRECTOR
James joined Three Bridge in 2012 and manages client operations by coordinating between our client families, the custodian, and our investment managers. Prior to joining Three Bridge, James spent five years with Morgan Stanley Smith Barney.
Born in Lubbock, Texas, James spent most of his life in Hawaii. He graduated from San Francisco State in 2007 with a Bachelor of Science degree in Corporate Finance.
James is an outdoorsman and enjoys hiking and running 'the Dish' on the campus of Stanford University. He is also an avid, if not accomplished, billiards player!
MARINA KHACHATOURIAN OPERATIONS DIRECTOR / TECHNICAL ANALYST
Marina joined the Operations team at Three Bridge in 2018. After graduating University of California, Davis she has spent her entire career in operations.
Marina loves to travel, play tennis and is a huge fan of the Sacramento Kings.
KIMBRA ORINA OPERATIONS MANAGER
Kimbra joined the Operations Team at Three Bridge in 2021. She has worked in Operations and Management in various industries from tech to television since graduating from California State University, East Bay with a Bachelor of Arts in Communication & Media. Born in Japan and raised in the Silicon Valley, Kimbra is enthusiastic about collaboration, efficiency, and excellence and applies this to all she does for the firm and our clients.
Kimbra enjoys having a trip on the calendar and searching for the best restaurants in a new town. She loves listening to loud music while cooking for her husband and daughter.
MARIBEL SANDOVAL CLIENT SERVICE ASSOCIATE