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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
 
Shelby Rogers
Shelby Rogers Head of Client Service Operations

Shelby Rogers comes to Baker Street Advisors after eight years as a
Registered Investment Assistant in the brokerage industry. Her responsibilities
include providing client service and interfacing with Baker Street’s custody and
investment management providers.

Prior to joining Baker Street, Shelby spent three years at Deutsche Bank Alex Brown
followed by four years as the Executive Assistant to the head of the Financial Services
Group of Robertson Stephens. Finally, Shelby spent one year with Piper Jaffray as a Senior
Registered Investment Assistant. Shelby is Licensed Series 7 and Series 63.

Shelby received her B.A. in International Relations with a minor in German from the
University of California, Davis.

Email Shelby at shelby@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 Horizontal Green Bar
John Siu Reporting Manager
Ann Thalman Vice President of Finance & Operations
Rhonda Thomas Vice President
Wendy Umphrey Vice President