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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.

 

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Jeff Colin Partner Horizontal Geen bar
 
Jeff Colin
Jeff Colin Partner

Jeff Colin is the founder of Baker Street Advisors, LLC and Partner in charge
of the firm’s Family Wealth Management team. With nearly 20 years of expe-
rience working with some of the nation’s wealthiest families, Jeff has built Baker
Street Advisors Group as an independent wealth services firm whose sole purpose is to
further the interests of its clients. Baker Street's clients are not asked to give up
existing advisory relationships; instead, the firm works with our client’s existing relationships
to recommend strategies that address their needs.

Prior to his current role, Jeff served as the National Head of Wealth Planning for Deutsche
Bank Alex. Brown. There he was responsible for the structure and delivery of wealth
management products and advisory services through client education, advice and money
management services. Prior to Deutsche Bank, he was Managing Director in charge of the
Private Client Division of Robertson Stephens, a California based boutique investment bank.
In this role, Jeff was responsible for improving the effectiveness of the Private Client Group
as well as integrating the Family Office and Investment Consulting Group. From 2000 to
2001 Jeff was a co-founder of the Investment Advisory Services Group of myCFO.
During his time there myCFO grew from a start-up to a company that advised over
$12 billion in private family wealth. From 1991 to 2000, Jeff was a Vice-President in the
Private Client Services Division of Goldman Sachs where he ran a successful wealth
management team from their San Francisco office.

Jeff holds an MBA from the J.L. Kellogg Graduate School of Business at Northwestern
University and a B.S. from Northwestern University.

Email Jeff at jeff@bakerstreetadvisors.com

Thomas Hershner Partner
Michael van den Akker Partner
Christopher Wilkens Partner
Jeff Bardini Analyst
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