Natalie joined the Client Service Team at Baker Street Advisors in 2018. At Baker Street, Natalie is responsible for providing comprehensive financial planning services and investment advisory services to our high net-worth families and their related entities.
Natalie has worked in both Finance and Law. She began her career as a Marketing Associate at Salomon Smith Barney in Institutional Research Sales and then worked at Seneca Capital Management as an Equity Trader before deciding to go to law school. After graduating, she served her clients both at a private firm and a legal aid organization that provided free legal service to those in need. She practiced various types of law with a focus in Family Law and Foreclosure Defense. When she and her family decided to relocate to the Bay Area, she returned to Finance. She worked as an Equity Trader at both RS Investments and First Republic Investment Management where she served both institutional and retail clients.
Natalie received a J.D. from DePaul University with a concentration in Family Law, and a B.A. in Psychology from Illinois Wesleyan. She was awarded the Chartered Financial Analyst (CFA) designation in 2017 from the CFA Institute. She is a member of the CFA Institute and CFA Society San Francisco.