Heather Tran

Manager

Heather joined Baker Street Advisors in 2024, as a Manager on the Client Service Team. She primarily provides financial planning and investment advisory services to our high-net-worth families and their related entities.

Before joining Baker Street Advisors, Heather spent 5 years at ICONIQ Capital, as a Family Office Senior Associate servicing their largest single family office clients and their philanthropies. Prior to ICONIQ Capital, Heather also worked at a private Family Office in San Francisco, as well as Fidelity Investments.

Heather graduated with a Bachelor of Arts degree in Business Economics from the University of California, Irvine.

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