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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
 
Rob McFadden
Rob McFadden Manager

Rob brings 10 years of professional experience working with individuals in
the areas of tax, accounting, estate planning and financial planning. At Baker
Street, Rob is primarily responsible for providing tax and financial planning
services to our high net-worth family clients.

Prior to joining Baker Street Advisors Group, Rob spent 10 years at Berger/Lewis Accoun-
tancy Corporation of San Jose in the Estate & Trust Group of the tax department. As a tax
manager, Rob focused mainly on individual, trust, gift and estate tax compliance issues.
In addition to these duties, Rob was the lead in the areas of problem resolution with taxing
authorities and corporate dissolution and merger filings.

Rob is a Certified Public Accountant and is a member of the California Society of Certified
Public Accountants. Rob holds a B.S. in Business Administration with a concentration in
Accounting from San Jose State University.

Email Rob at rob@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
Thomas Hershner Partner
Catherine Less Vice President
Alina Letuchy Analyst
May Ly Analyst
Rob McFadden Manager Horizontal Green Bar
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