ACCOUNT ACCESS    |    LOCK BOX    |    CONTACT US

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
 
Jim Milligan
Jim Milligan Managing Director

Jim has over 20 years of experience advising and assisting high net worth families with the investment of their assets. Prior to joining Baker Street Advisors, LLC, Jim worked at Goldman Sachs & Co. in Private Wealth Management. He spent his last 9 years at Goldman Sachs as Managing Director and Regional Manager of Private Wealth Management in San Francisco building and leading this business. Jim served as a senior advisor to Bay Area clients regarding all aspects of their complex financial lives, and supervised their investments and the 40+ advisors reporting to him. He joined Goldman Sachs in Houston in 1987 to work with the wealthiest families in the Southwestern United States and Mexico. He later became Managing Director and Regional Manager of Goldman Sachs Private Wealth Management in Houston.

Jim received an M.B.A. from Stanford University and a B.S. in Civil Engineering from the University of Texas at Austin.

Jim currently serves on the Board of Trustees for the San Francisco Ballet. He chairs the Development Committee and is a member of the Executive, Nominating, and Chairman's Advisory Committees. He also serves on the National Board of Directors for Summer Search, a leadership development non-profit assisting disadvantaged youth. He chairs Summer Search's Investment, Nominating and Governance Committees.

Email Jim at jim@bakerstreetadvisors.com

Jim Milligan Managing Director Horizontal Green Bar
Michael van den Akker Partner
Christopher Wilkens Partner
Luis Ayala Manager
Jeff Bardini Analyst
Patrick Burke Vice President
Jennifer Bonvechio Vice President of Client Services
Susan Caston Tax Manager
Emilee Copeland Analyst
Patty Chang Gibbons Vice President
Liberty Efird Vice President
Catherine Less Vice President
May Ly Analyst
Rob McFadden Manager
Madeline Rogers Vice President
Shelby Rogers Vice President
Laila Savelis Administrative Assistant
John Siu Reporting Manager
Ann Thalman Vice President of Finance & Operations
Rhonda Thomas Vice President
Wendy Umphrey Vice President
JP Walsh Analyst