Annie Endozo Roth
Annie joined Baker Street Advisors in 2013. Prior to Baker Street, Annie spent two years at Wetherby Asset Management and five years at UBS AG. Her experience encompasses comprehensive personal financial planning, investment due diligence, managing investment portfolios, tax planning, estate planning, and retirement planning. She works with corporate executives, high-net worth families, endowments, and charitable organizations.
Annie has held both the Series 7 and Series 66 certifications and is currently working towards completing the Certified Financial Planner designation. Annie holds a B.A. in Physics from University of California, Berkeley.