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.
- Leadership
- Jeff Colin, Partner
- Jim Milligan, Partner
- Michael van den Akker, Partner
- Chris Wilkens, Partner
- Heather Pelant, Managing Director
- Wendy Umphrey, Managing Director
- Jennifer Bonvechio, Senior Vice President
- Madeline Rogers, Vice President
- Catherine Less, Director of Client Service
- Client Service
- Patrick Burke, Senior Vice President
- Rhonda Thomas, Senior Vice President
- Liberty Efird, Vice President
- Stephanie Moon, Vice President
- Alison Elliott, Vice President
- Jeff Bardini, Vice President
- May Ly, Vice President
- Rob McFadden, Vice President
- Annie Endozo Roth, Vice President
- Alex Gannon, Manager
- Tara Sahdev, Manager
- Brian Kretz, Manager
- Nancy Romney, Manager
- Natalie Weidemier, Manager
- Daniel Blakey, Analyst
- Austin Rainville, Analyst
- Susan Caston, Tax Vice President
- Rakhi Rao, Senior Tax Manager
- Investment Strategy
- Jordan Kienzle, Senior Vice President
- Christopher Gordon, Manager
- Golzar Rassouli, Manager
- Matt Eastman, Analyst
- Operations
- Shelby Rogers, Senior Vice President
- Luis Ayala, Vice President
- Jenny Woodworth, Tax and Operations Manager
- Jessica Richardson, Human Resources and Operations Analyst
- Kristy Unruh, Operations Administrative Assistant
- Expense Management
- Emilee Copeland, Vice President
- Alexandra Kearney Maher, Manager
- Dashiell Brookhart, Analyst
- Reporting
- Gene Schwartz, Vice President
- John Siu, Vice President
- Elaine Snyder, Vice President
- Yeimi Gomez, Analyst
- Alexey Veksler, Analyst
- Administration
- Eva Jefferies, Executive Assistant
Daniel Blakey
Analyst
Daniel joined Baker Street in 2019 where he supports the Client Service Team in the areas of financial planning and investment advisory services.
Daniel relocated to San Francisco from Seattle where he spent 5 years working for a boutique RIA that focused on advising small businesses and their owners on various planning techniques. He graduated cum laude from Pepperdine University in 2013, where he received his B.A. in Business Administration. Additionally, he received his CFP Designation in 2018.
Email Daniel at dblakey@bakerstreetadvisors.com