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
Adam T. Elegant
Managing Director
Adam has over 20 years of industry experience and advises affluent individuals, families, family offices and institutions on designing and implementing investment, wealth management and wealth transfer strategies.
Prior to joining Baker Street Advisors, Adam managed the West Coast Family Office and High Net Worth Practice for Kohlberg Kravis Roberts (KKR) in San Francisco from 2014-2019. Before KKR, Adam worked at Northern Trust advising high net worth families on investment strategy, estate planning and trust structures. From 1999-2013, Adam worked for Goldman Sachs in San Francisco and New York, covering family offices, hedge funds, RIAs, mutual funds and other institutional clients.
Adam holds an M.B.A. in Finance from the University of Colorado and a B.A. in Political Science from Washington University in St. Louis. Adam is an avid tennis player and lives in Marin with his wife and three children.
Email Adam at adam@bakerstreetadvisors.com