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
- Reporting
- Gene Schwartz, Vice President
- Elaine Snyder, Vice President
- Administration
- Eva Jefferies, Executive Assistant
- Joslin Badrian, Administrative Assistant
Golzar Rassouli
Manager
Golzar Rassouli joined Baker Street in 2016 as an Analyst in the Investment Strategy Group. She is primarily responsible for portfolio analysis and business development for prospective clients. Golzar additionally assists with manager due diligence and is an active member of the Baker Street Advisors Investment Committee and Investment Advisory Board.
Prior to joining Baker Street, Golzar worked as an Associate in the Private Client Group of a Registered Investment Advisory firm in the San Francisco Bay Area where she managed client relationships and portfolios for high net worth individuals and families.
Golzar graduated with a double major and holds a Bachelor of Arts degree in Economics and Communications from the University of California, Davis.
Email Golzar at golzar@bakerstreetadvisors.com