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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
 
Susan Caston
Susan Caston Tax Manager

Prior to joining Baker Street Advisors, LLC, Susan worked as Tax Manager with Bay
Area CPA firm, RINA accountancy corporation. She began her career in Los Angeles
in the Tax Department at Arthur Andersen and later the Emerging Business division
of Pricewaterhouse. Upon relocating to San Francisco, she worked as Tax Manager with
Weinstein & Company which merged with RINA in 1999.

Susan brings more than 20 years of experience working with high-net worth individuals, their
businesses, trusts and private foundations. Her expertise encompasses income tax planning,
research and compliance for these entities. She is also experienced in estate and gift tax matters
and the resolution of tax audits.

Susan is a Certified Public Accountant, a member of the American Institute of Certified Public
Accountants and of the California Society of Certified Public Accountants. She holds a B.S. in
Business Administration with a concentration in Accounting from California State University
Northridge.

Email Susan at susan@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 Horizontal Geen Bar
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