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.

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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.

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