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
- Adam T. Elegant, 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
- Daniel Blakey, Manager
- Austin Rainville, Manager
- Nancy Romney, Manager
- Michael Tideman, Manager
- Natalie Weidemier, Manager
- 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
- 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
- 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
Annie Endozo Roth
Vice President
Annie joined Baker Street Advisors in 2013. Prior to Baker Street, Annie spent two years at Wetherby Asset Management and five years at UBS AG. Her experience encompasses comprehensive personal financial planning, investment due diligence, managing investment portfolios, tax planning, estate planning, and retirement planning. She works with corporate executives, high-net worth families, endowments, and charitable organizations.
Annie has held both the Series 7 and Series 66 certifications and is currently working towards completing the Certified Financial Planner designation. Annie holds a B.A. in Physics from University of California, Berkeley.
Email Annie at annie@bakerstreetadvisors.com