People

Our people make the difference. Baker Street Advisors, LLC has a team of professionals with deep
expertise in the fields of investment management, tax and financial planning. Our blend of superior
technical skills and strong inter-personal skills enable us to help our clients successfully address
complex financial challenges.

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Emilee Copeland

Manager

Emilee joined the Baker Street Advisors team in 2011. She is responsible for managing the daily aspects of client’s expenses such as bill payment, international and domestic wires, bank account reconciliations and account monitoring.

Emilee relocated from Austin, TX where she spent three years as a Client Manager for Personal Administrators, Inc., a private wealth management company. There she provided a range of services to high-net worth individuals including managing finances, bookkeeping, and coordinating client’s personal affairs. She has previous accounting experience in the healthcare and entertainment industries.

Emilee graduated from The University of Texas at San Antonio with a B.S. in Psychology, completed coursework towards her M.S. degree in Sociology as well as additional courses in accounting and bookkeeping.

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