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, 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
- Daniel Blakey, Analyst
- Austin Rainville, Analyst
- Susan Caston, Tax Vice President
- Rakhi Rao, Senior Tax Manager
- Monica Santo Domingo, Administrative Assistant
- Investment Strategy
- Jordan Kienzle, Senior Vice President
- Christopher Gordon, Manager
- Golzar Rassouli, Manager
- Matt Eastman, Analyst
- Operations
- Shelby Rogers, Senior Vice President
- Luis Ayala, Vice President
- Jenny Woodworth, Tax and Operations Manager
- Jessica Richardson, Operations Analyst
- Kristy Unruh, Operations Administrative Assistant
- 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
- Yeimi Gomez, Analyst
- Administration
- Amy Galanti, Human Resources & Finance Analyst
- Morgan Prior, Executive Assistant
- Pamela Fernandez, Administrative Assistant
Caleb Yee
Operations Administrative Assistant
Caleb joined Baker Street Advisors in 2019, and currently works with the Operations team as an Administrative Assistant.
Prior to joining Baker Street Advisors, Caleb worked as an educator for the San Francisco Unified School District. He received a Bachelor’s of Science in Forensic Chemistry from the University of California, Davis.
Email Caleb at caleb@bakerstreetadvisors.com