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, Partner
- Wendy Umphrey, Partner
- Jennifer Bonvechio, Partner
- Adam T. Elegant, Managing Director
- Jeff Bardini, Managing Director
- 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
- 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
- Daniel Blakey, Manager
- Austin Rainville, Manager
- Nancy Romney, Manager
- Michael Tideman, Manager
- Natalie Weidemier, Manager
- Susan Caston, Tax Vice President
- Monica Santo Domingo, Administrative Assistant
- Investment Strategy
- Jordan Kienzle, Senior Vice President
- Christopher Gordon, Vice President
- Matt Eastman, Manager
- Golzar Rassouli, Manager
- Operations
- Shelby Rogers, Senior Vice President
- Luis Ayala, Vice President
- Jenny Woodworth, Tax and Operations Vice President
- Kenny Liao, Manager
- Jessica Richardson, Manager
- Caleb Yee, Administrative Assistant
- Expense Management
- Emilee Copeland, Vice President
- Alexandra Kearney Maher, Manager
- Reporting
- Gene Schwartz, Vice President
- John Siu, Vice President
- Alexey Veksler, Manager
- Yeimi Gomez, Analyst
- Administration
- Amy Galanti, Human Resources & Finance Analyst
- Morgan Prior, Executive Assistant
- Pamela Fernandez, Administrative Assistant
Patrick Burke
Director of Client Services
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