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
- Adam T. Elegant, Managing Director
- Heather Pelant, Managing Director
- Wendy Umphrey, 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
- Austin Rainville, Manager
- Nancy Romney, Manager
- Natalie Weidemier, Manager
- Daniel Blakey, Analyst
- 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
- Jessica Richardson, Operations Manager
- Caleb Yee, Operations Administrative Assistant
- Expense Management
- Emilee Copeland, Vice President
- Alexandra Kearney Maher, Manager
- Dashiell Brookhart, Analyst
- 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
- Wendy Umphrey, Managing Director
Heather Pelant
Managing Director
Heather Pelant joined Baker Street Advisors in 2016. She is a member of the firm’s Management Committee and works closely with clients on their investment and financial strategies.
Prior to joining Baker Street Advisors, Heather served as BlackRock’s Head of Direct and Personal Investing business. She began her career in 1998 advising wealthy investors and has extensive expertise in both asset and wealth management. Her industry experience includes Morgan Stanley and BlackRock in San Francisco, Toronto and Hong Kong.
Heather earned a MBA degree from the Kellogg School of Management, an MA degree in Asian Studies from the University of Hawaii and a BA degree in Asian Studies from the University of Victoria, Canada.
Email Heather at heather@bakerstreetadvisors.com