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
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