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
 
May Ly
May Ly Analyst

May joined Baker Street Advisors in January 2005 from regional accounting
firm Frank, Rimerman & Co. At Frank, Rimerman she focused on individual,
partnership, and corporate taxation and provided accounting services to
several businesses including Baker Street Advisors.

Here, May concentrates on tax and financial planning for Baker Street’s clients. She also
coordinates insurance reviews and assists with account management and client service.
Additionally, May continues to provide expense management and accounting services for
the firm.

May graduated from the University of San Francisco in 2003 with a B.S. degree in
Accounting and Finance.

Email May at may@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 Horizontal Geen Bar
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