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
- Dashiell Brookhart, Analyst
- Reporting
- Gene Schwartz, Vice President
- Elaine Snyder, Vice President
- Administration
- Eva Jefferies, Executive Assistant
- Joslin Badrian, Administrative Assistant
Stephanie Moon
Vice President
Stephanie joined the Client Service Team at Baker Street Advisors in 2015. Stephanie is primarily responsible for providing comprehensive financial planning services to individuals and their related entities.
Prior to Baker Street, Stephanie spent eight years at First Republic Investment Management in both client relationship management and portfolio management roles. As a portfolio manager at First Republic, Stephanie worked with clients to develop customized investment strategies that focused on asset allocation and long-term holistic financial planning. She has experience working with high net worth families, corporate executives and foundations in the areas of financial planning and investment advisory services. Stephanie began her career as a Financial Planning Analyst at The Ayco Company, L.P. , providing comprehensive financial counseling for corporate executives and high net worth families.
Stephanie holds a M.S. in Financial Planning from Golden Gate University and a B.S. in Management Science from the University of California San Diego. She became a Certified Financial Planner (CFP) in 2010 and earned her Certified Private Wealth Advisor (CPWA) designation in 2010 as well.
Email Stephanie at stephanie@bakerstreetadvisors.com