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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
 
Wendy Umphrey
Wendy Umphrey Vice President

Wendy brings over 12 years of experience working with both high-net worth
individuals and institutional clients. Her experience encompasses relationship
management, investment advisory services, financial planning, portfolio
construction and 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 relation-
ship management for high net worth clients. Before BPM, Wendy spent seven years marketing
to and servicing institutional clients for Husic Capital Management and High Mark 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
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
John Siu Reporting Manager
Ann Thalman Vice President of Finance & Operations
Rhonda Thomas Vice President
Wendy Umphrey Vice President Horizontal Green Bar