Liz Munson

Manager

Liz joined Baker Street Advisors in 2024 and works as a Manager on the Client Service Team. She is primarily responsible for providing financial planning and investment advisory services to our high net-worth families and their related entities.

Prior to joining Baker Street Advisors, Liz worked as a Client Service Advisor for Capital Advantage, a private wealth management company. She also worked as an Operations & Private Funds Associate for Litman Gregory, a boutique wealth management firm. At both firms she provided a range of services to both high-net worth individuals and entities. She has previous business ownership experience where she managed the daily operations of two franchises which entailed accounting, human resources, business strategy, and marketing.

Liz graduated from the University of California, Berkeley Haas School of Business with a Bachelor of Science degree in Business Administration with a concentration in Finance.

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