Brett brings a unique combination of corporate leadership experience and sophisticated wealth planning expertise to his clients. As a co-founder of Three Bridge, he advises individuals, entrepreneurs, venture fund partners, and executives on investment strategy, alternative investments, concentrated equity positions, estate planning, philanthropy, and pre-liquidity planning.

Before transitioning to wealth management, Brett spent several years in partnership and executive roles within the semiconductor industry, working with privately held companies operating in Silicon Valley and Asia. That firsthand experience navigating the challenges of growing businesses gives him a practical understanding of the opportunities and decisions his clients face.

Known for his energy, collaborative style, and unwavering focus on client needs, Brett is dedicated to building lasting relationships and helping clients make confident financial decisions. He has been featured in The Wall Street Journal and Financial Planning Magazine and has served as a speaker and panelist at Charles Schwab’s IMPACT conferences.

At Three Bridge Since: 2009