Three Bridge Wealth Advisors - Sand Hill Road, Menlo Park, CA since Aug 2009
Founder and Managing Director
Morgan Stanley Smith Barney - Sand Hill Road, Menlo Park Feb 2002 - Aug 2009
SVP
Robertson Stephens 1998 - 2002
Principal
Hambrecht & Quist 1994 - 1996
Vice President
Montgomery Securities 1992 - 1995
Venture Services
Education:
Boston College 1987 - 1991
Economics and Philosophy
The University of Chicago - Booth School of Business 2010 - 2010
Certified Private Wealth Advisor
Skills:
Wealth Management Entrepreneur Entrepreneurship Advisory Venture Capital Wealth Services Investment Advisory Bridge Institutional Investment Management Series 7 Brokerage