Annie Endozo Roth

Annie serves as a Managing Director at Baker Street Advisors, where she has been an integral member of the firm since 2013. With more than 20 years of experience managing investment portfolios for affluent families, she brings extensive expertise in wealth management and client advisory services. Her experience encompasses comprehensive personal financial planning, investment due diligence, managing investment portfolios, tax planning, estate planning, and retirement planning. She works with corporate executives, high-net worth families, endowments, and charitable organizations.

Annie plays a key role in firm leadership as a member of both the leadership committee and the investment committee, contributing to strategic direction and investment oversight. In addition, her dedication to professional development has been instrumental in training and mentoring staff, further strengthening Baker Street’s culture of excellence and commitment to client service.