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
- Adam T. Elegant, Managing Director
- Heather Pelant, Managing Director
- Wendy Umphrey, Managing Director
- Jennifer Bonvechio, Senior Vice President
- Madeline Rogers, Senior Vice President
- Patrick Burke, Director of Client Services
- Client Service
- Catherine Less, Director of Special Projects
- Rhonda Thomas, Senior Vice President
- Liberty Efird, Vice President
- Stephanie Moon, Vice President
- Alison Elliott, Vice President
- Jeff Bardini, Vice President
- Alex Gannon, Vice President
- Brian Kretz, Vice President
- May Ly, Vice President
- Rob McFadden, Vice President
- Annie Endozo Roth, Vice President
- Tara Sahdev, Vice President
- Austin Rainville, Manager
- Nancy Romney, Manager
- Natalie Weidemier, Manager
- Daniel Blakey, Analyst
- Susan Caston, Tax Vice President
- Rakhi Rao, Tax Vice President
- Monica Santo Domingo, Administrative Assistant
- Investment Strategy
- Jordan Kienzle, Senior Vice President
- Christopher Gordon, Vice President
- Golzar Rassouli, Manager
- Matt Eastman, Analyst
- Operations
- Shelby Rogers, Senior Vice President
- Luis Ayala, Vice President
- Jenny Woodworth, Tax and Operations Vice President
- Jessica Richardson, Operations Manager
- Caleb Yee, 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
- Alexey Veksler, Manager
- Yeimi Gomez, Analyst
- Administration
- Amy Galanti, Human Resources & Finance Analyst
- Morgan Prior, Executive Assistant
- Pamela Fernandez, Administrative Assistant
- Wendy Umphrey, Managing Director
Jennifer Bonvechio
Senior Vice President
Jennifer brings over fifteen years experience working with high net worth individuals. Her experience encompasses the areas of investment advisory services, personal financial planning and income tax planning.
Prior to joining Baker Street Advisors, LLC, Jennifer worked at myCFO as a Principal in the Investment Advisory Services Group, as well as PricewaterhouseCoopers, LLC in the Asset Management Consulting Practice and the Personal Financial Services Group.
Jennifer holds an MBA, with a concentration in Finance and Taxation, from the University of Notre Dame’s Mendoza College of Business and a B.S. in Accounting and Finance from the University of Notre Dame.
Email Jennifer at jennifer@bakerstreetadvisors.com