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, Partner
- Wendy Umphrey, Partner
- Jennifer Bonvechio, Partner
- Adam T. Elegant, Managing Director
- Jeff Bardini, Managing Director
- 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
- 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
- Daniel Blakey, Manager
- Austin Rainville, Manager
- Nancy Romney, Manager
- Michael Tideman, Manager
- Natalie Weidemier, Manager
- Susan Caston, Tax Vice President
- Monica Santo Domingo, Administrative Assistant
- Investment Strategy
- Jordan Kienzle, Senior Vice President
- Christopher Gordon, Vice President
- Matt Eastman, Manager
- Golzar Rassouli, Manager
- Operations
- Shelby Rogers, Senior Vice President
- Luis Ayala, Vice President
- Jenny Woodworth, Tax and Operations Vice President
- Kenny Liao, Manager
- Jessica Richardson, Manager
- Caleb Yee, Administrative Assistant
- Expense Management
- Emilee Copeland, Vice President
- Alexandra Kearney Maher, Manager
- Reporting
- Gene Schwartz, Vice President
- John Siu, Vice President
- Alexey Veksler, Manager
- Yeimi Gomez, Analyst
- Administration
- Amy Galanti, Human Resources & Finance Analyst
- Morgan Prior, Executive Assistant
- Pamela Fernandez, Administrative Assistant
Shelby Rogers
Senior Vice President
Shelby has been the Head of Operations for Baker Street Advisors since 2004. Her responsibilities include providing client service and interfacing with Baker Street’s custodians and investment managers as well as maintaining the stability of Baker Street operations and the oversight of the operations team. She focuses primarily on the execution of the daily tasks to ensure that all clients are treated with the same level of detailed attention.
Prior to Baker Street Advisors, Shelby has worked at Deutsch Bank Alex Brown, Piper Jaffray and Robertson Stephens.
Shelby received her B.A. in International Relations with a minor in German from the University of California, Davis
Email Shelby at shelby@bakerstreetadvisors.com