Wendy joined Baker Street in 2007 and is a member of the firm’s Management Committee. She began her career in 1993 and is experienced in working with both high-net worth individuals and institutional clients. Wendy enjoys working closely with her wealth advisory clients on all aspects of their financial lives, from investment management and cash flow planning to insurance, tax, and estate planning.
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 relationship management for high net worth clients. Before BPM, Wendy spent seven years working with institutional clients at 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. She is a member of the San Francisco Estate Planning Council.