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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Nancy Romney

Manager

Nancy joined Baker Street Advisors in 2018. At Baker Street, Nancy is primarily responsible for providing comprehensive financial planning and investment advisory services to our high net-worth families.

Prior to Baker Street, Nancy spent three years at Charles Schwab and two years at Fisher Investments working with high net worth families, corporate executives and foundations in the areas of financial planning and investment advisory services. She began her career as a Corporate Finance Analyst at Credit Suisse, structuring debt transactions and managing Corporate relationships.

Nancy is a CFP® professional and holds a B.S. in Business Management and Finance from North Carolina State University. She is a member of the FPA San Francisco.

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