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.

Select a name to view bio.

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Annie Endozo Roth

Manager

Prior to joining Baker Street Advisors, Annie spent two years at Wetherby Asset Management as an Investment Associate and five years at UBS AG, in the Private Wealth Management Group in various roles. Annie focused on managing investment portfolios, tax planning, estate planning, and retirement planning. At UBS, Annie was responsible for investment research, manager due diligence, and asset allocation analysis for the San Francisco Private Wealth Management Office, including satellite branches in the Bay Area and Seattle, before she was recruited to join a team of advisors within the San Francisco office.

Annie brings over 7 years of experience working with corporate executives, high-net worth families, endowments, and charitable organizations. Her experience encompasses the areas of personal financial planning and investment portfolio management.

Annie has held both the Series 7 and Series 66 certifications and is currently working towards completing the Certified Financial Planner designation. Annie holds a B.A. in Physics from University of California, Berkeley. In her free time, Annie plays the cello and serves as a member of the San Domenico School Virtuoso Program Advisory Committee. She also enjoys running and snowboarding.

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