Third View Private Wealth Email Formats
Financial Services • 
55 Post Rd W, 1st Floor, United States • 1-10 Employees
Third View Private Wealth Email Formats
Third View Private Wealth uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@thirdviewpw.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@thirdviewpw.com | 66.7% |
{first initial}{last name} | jdoe@thirdviewpw.com | 33.3% |
Key Contacts at Third View Private Wealth
Jerry R. Sneed
Co-Founder & Managing Partner
Zoltan Pongracz
Co-Founder & Managing Partner
Mickey Herbert
Associate Director, Financial Planning And Operations
Company overview
| Headquarters | 55 Post Rd W, 1st Floor, Westport, Connecticut 06880, US |
| Website | |
| NAICS | 52 |
| Keywords | Risk Management, Private Wealth Management, Life Insurance, Financial Planning, Alternative Investments, Business Exit Planning, Multi-Family Office Services, Lifestyle & Concierge Services, Corporate Education & Financial Literacy Programs, Institutional Consulting & Benefits, Philanthropic Advisory & Administration, Tax Analysis & Advisory, Trust & Estate Advisory |
| Founded | 2025 |
| Employees | 1-10 |
About Third View Private Wealth
We know your wealth is the culmination of hard work, sacrifice, and dreams. We understand what you have built, and we’re dedicated to securing it, preserving it, and growing it for you and your family. Our commitment is about more than financial returns—it’s about being uncompromising stewards of your success, ensuring your wealth reflects your values, and that it supports your goals for generations to come. Deep relationships, a sophisticated perspective and unwavering principles are at the core of our approach. Perspective & Insight We uncover opportunities and risks others might miss, crafting thoughtful strategies that align with each client’s unique needs. Sophisticated Strategies Our advice is rooted in expertise and creativity, delivering tailored solutions that address the complexities of modern wealth management. Integrity & Transparency Trust is the cornerstone of our relationships. We provide clear, honest guidance, always putting our clients’ interests first. Unparalleled attention to our clients’ goals, dreams and interests is at the center of everything we do. Enduring Commitment to Our Client Partnerships We don’t just manage wealth, we build lifelong partnerships, ensuring our clients’ success, security, and legacy. Resilience, Empowerment & Growth Through all market conditions, we empower our clients to grow their wealth while preserving their peace-of-mind. Attention to Our Clients’ Holistic Wellbeing Success extends beyond financial outcomes. We integrate financial, personal, and family goals for meaningful, lasting impact.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Third View Private Wealth has 6 employees across 4 departments.
Departments
Number of employees
Funding Data
Third View Private Wealth has never raised funding before.
Latvia
Slovenia
Frequently asked questions
4.8
40,000 users
