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
- 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
- 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
- Reporting
- Gene Schwartz, Vice President
- Elaine Snyder, Vice President
- Administration
- Eva Jefferies, Executive Assistant
- Joslin Badrian, Administrative Assistant
Patrick Burke
Senior Vice President
Patrick has been a member of Baker Street Advisors since 2005. Patrick provides comprehensive financial planning to individuals and their related entities. Since 1996, his experience has encompassed all areas of financial planning, including tax, estate, insurance and investment planning.
Prior to joining Baker Street Advisors, LLC, Patrick worked at myCFO as a Manager in the Family Offices Services Group as well as at PricewaterhouseCoopers as a Manager in the Private Company Services Group. Additionally, he worked in corporate accounting prior to joining PricewaterhouseCoopers in 1996.
Patrick holds an MBA from the University of Notre Dame’s Mendoza College of Business and a B.S. in Managerial Economics from the University of California, Davis. Patrick is a Certified Financial Planner (CFP®), Certified Public Accountant (CPA), and a member of the CalCPA Institute.
Email Patrick at pburke@bakerstreetadvisors.com