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BAKER STREET ADVISORS GROUP

People

Our people make the difference. Baker Street Advisors Group 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
Patrick Burke Vice President
 
Ed Fine
Ed Fine Director of Investment Strategy

Ed Fine brings over 9 years of professional experience working with
individuals and institutions in portfolio construction and investment manage-
ment. At Baker Street, Ed is responsible for providing quantitative asset
allocation modeling and oversight of our investment management selections. Ed comes
to Baker Street having spent six years with Financial Engines, a firm founded by William
F. Sharpe, winner of the 1990 Nobel Prize in Economics for his work on the Capital Asset
Pricing Model. At Financial Engines, Ed designed and built investment portfolios for taxable
investors and analyzed these models within tax aware multi-account optimizations and
Monte Carlo simulations.

Prior to Financial Engines, Ed worked on institutional and hedge fund fixed income and
currency strategies for Pareto Partners. He earned a Master of Science in Applied Math-
ematics from California Institute of Technology and a B.A. in Physics and Mathematics from
Wesleyan University. In addition, Ed is a CFA Charterholder

Email Ed at ed@bakerstreetadvisors.com

Jennifer Bonvechio Vice President of Client Services
Anastasia Borukhov Analyst
Patty Chang Manager
Jeff Colin Partner
Liberty Efird Manager
Ed Fine Director of Investment Horizontal Geen bar
Thomas Hershner Partner
Catherine Less Vice President
Alina Letuchy Analyst
May Ly Analyst
Rob McFadden Manager
Madeline Rogers Vice President
Shelby Rogers Head of Client Service Operations
Ann Thalman Vice President of Finance & Operations
Rhonda Thomas Vice President
Wendy Umphrey Director
Michael van den Akker Partner
Christopher Wilkens Partner