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
Tara Sahdev
Manager
Tara joined Baker Street in July 2012. She currently works as a Manager on the Client Service Team. At Baker Street, Tara is primarily responsible for providing comprehensive financial planning and investment advisory services to our high net-worth families and their related entities. Tara has over five years of experience in the industry.
Prior to joining Baker Street Advisors, LLC, Tara worked at Merrill Lynch in their Global Wealth Management department as a Financial Advisor where she held both the Series 7 and Series 66 certifications.
Tara holds a B.S. in Mathematics from Santa Clara University and has been awarded the Chartered Financial Analyst (CFA®) designation. She is a member of the CFA Institute and CFA Society San Francisco.
Email Tara at tara@bakerstreetadvisors.com