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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
 
Wendy Umphrey
Wendy Umphrey Director

Wendy has over 12 years of experience working with both institutional
and high net worth clients. Her background encompasses relationship manage-
ment, manager research, portfolio construction, performance calculation and
portfolio reporting.

Prior to Baker Street, Wendy was a manager at BPM Wealth Management, where she was
responsible for research, asset allocation, portfolio construction and monitoring, and rela-
tionship management for high net worth clients. Before BPM, Wendy spent seven years
marketing to and servicing institutional clients for Husic Capital Management and HighMark
Capital Management in San Francisco.

Wendy holds a B.A. in Political Science from the University of Michigan. She was awarded
the Chartered Financial Analyst (CFA) designation in 2003 and became a Certified Financial
Planner (CFP) in 2004.

Email Wendy at wendy@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
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 Horizontal Green Bar
Michael van den Akker Partner
Christopher Wilkens Partner