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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Jim Milligan

Partner

Jim has over 20 years of experience advising and assisting high net worth families with the investment of their assets. Prior to joining Baker Street Advisors, Jim served as Managing Director and Regional Manager of Private Wealth Management at Goldman Sachs in San Francisco. He spent 9 years building and leading this business. Jim served as a senior advisor to Bay Area clients regarding all aspects of their complex financial lives, and supervised their investments and the 40+ advisors reporting to him. He joined Goldman Sachs in Houston in 1987 to work with the wealthiest families in the Southwestern United States and Mexico. Subsequently, Jim became Managing Director and Regional Manager of Goldman Sachs Private Wealth Management in Houston before leading the business in San Francisco.

Jim received an M.B.A. from Stanford University and a B.S. in Civil Engineering from the University of Texas at Austin.

Jim currently serves on the National Board of Directors for Summer Search, a leadership development non-profit assisting disadvantaged youth. He chairs Summer Search's Development, Nominating and Governance Committees.

Email Jim at