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BAKER STREET ADVISORS, LLC

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
Jeff Colin Partner
 
Jeff Bardini
Jeff Bardini Analyst

Jeff joined Baker Street Advisors, LLC in November 2008 as a Client Analyst.
His responsibilities include tax and financial planning as well as account
management and general client service.

Prior to joining Baker Street Advisors, Jeff worked at Deloitte Tax LLP as a Senior Private Client
Advisor (3 years) where he focused on individual, partnership, trust, and estate taxation and
planning techniques.

Jeff graduated from California Polytechnic University, San Luis Obispo in 2005 with a Bachelor of
Science in Business Management with concentrations in both Public Accounting and Financial
Management. Jeff is a Certified Financial Planner (CFP®), a Certified Public Accountant (CPA)
and a member of the American Institute of Certified Public Accountants.

Email Jeff at jbardini@bakerstreetadvisors.com
Thomas Hershner Partner
Michael van den Akker Partner
Christopher Wilkens Partner
Jeff Bardini Analyst Horizontal Geen Bar
Patrick Burke Vice President
Jennifer Bonvechio Vice President of Client Services
Susan Caston Tax Manager
Patty Chang Manager
Liberty Efird Vice President
Catherine Less Vice President
May Ly Analyst
Rob McFadden Manager
Madeline Rogers Vice President
Shelby Rogers Head of Client Service Operations
John Siu Reporting Manager
Ann Thalman Vice President of Finance & Operations
Rhonda Thomas Vice President
Wendy Umphrey Vice President