Baker Street Advisors

Industry: Company

Description

Founded: 2003 Parent organization: AMG Wealth Partners, LP

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18 Baker Street Advisors employees in database. Find out everything there's to know about Baker Street Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Baker Street Advisors Employees

Employee
Years
Job
Industry
Anastasia Borukhov Anastasia Borukhov San Francisco Bay Area Details
Anastasia Borukhov's Baker Street Advisors Experience July 2007 - April 2010
Job Compliance Professional
Industry Financial Services
Experience
Partner Fund Management (PFM)   March 2014 - Present
Partners Group  August 2011 - March 2014
Baker Street Advisors   July 2007 - April 2010

Skills
Investments, Alternative Investments, Management, Asset Managment, Wealth Management, Strategic Financial..., Private Equity, Investment Properties, Wealth Management..., Finance, Investment Management, Business Analysis, Asset Management, Equities, Hedge Funds, Portfolio Management

Education
Saint Mary's College of California   1999 — 2003
B.S, Business Economics

Elizabeth Schweizer Elizabeth Schweizer San Francisco, California Details
Elizabeth Schweizer's Baker Street Advisors Experience December 2010 - February 2012
Job Producer at Super Lucky Casino
Industry Internet
Experience
Super Lucky Casino   February 2015 - Present
Super Lucky Casino (formerly 12 Gigs)   May 2014 - February 2015
12 Gigs   December 2013 - March 2014
Xvolve  June 2013 - November 2013
AMES Academy   July 2013 - August 2013
Baker Street Advisors   December 2010 - February 2012
DSW  July 2011 - October 2011

Skills
Management, Online Marketing, Event Planning, Project Management, Customer Service, Leadership, Strategic Planning, Operations Management, Team Leadership, Team Building, Cross-functional Team..., Account Management, Team Management, Quality Assurance, Mobile Games, Casual Games, Customer Support, Community Management

Education
University of San Francisco   2010 — 2013
Bachelor of Science (BS), Japanese Studies

University of California, Berkeley   2009 — 2009

Jordan Kienzle, CFA Jordan Kienzle, CFA San Francisco Bay Area Details
Jordan Kienzle, CFA's Baker Street Advisors Experience September 2014 - Present
Job Manager Investment Strategy Group at Baker Street Advisors
Industry Investment Management
Experience
Baker Street Advisors   September 2014 - Present
Goldman Sachs  2009 - 2013
US Bank  2006 - 2009
Jefferson Pilot Financial  May 2005 - August 2005
Wachovia  May 2004 - August 2004

Skills
Economics, Investment Management, Quantitative Analytics, Alternative Investments, Investment Strategies, Spanish, Derivatives, Equities

Education
The University of Chicago - Booth School of Business   2011 — 2014
MBA

Pontificia Universidad Católica de Chile   2013 — 2013
MBA - Exchange Student

Elon University   2002 — 2006
Magna Cum Laude

Jim Milligan Jim Milligan San Francisco Bay Area Details
Jim Milligan's Baker Street Advisors Experience March 2011 - Present
Job Managing Director at Baker Street Advisors
Industry Investment Management
Experience
Baker Street Advisors   March 2011 - Present
Goldman, Sachs & Co.   February 1999 - March 2008
Goldman, Sachs & Co.   April 1997 - January 1999
Goldman, Sachs & Co.   August 1987 - April 1997

Skills
Alternative Investments, Hedge Funds, Asset Allocation, Portfolio Management, Private Equity, Investments, Asset Managment, Equities, Investment Management, Fixed Income, Investment Advisory, Risk Management, Wealth Management..., Private Wealth..., Investment Strategy, Real Estate, High Net Worth...

Education
Stanford University Graduate School of Business   1985 — 1987
Masters, Business Administration

The University of Texas at Austin   1979 — 1983
B.S, Civil Engineering

John Peter Walsh, CFA John Peter Walsh, CFA San Francisco Bay Area Details
John Peter Walsh, CFA's Baker Street Advisors Experience February 2011 - August 2014
Job Master of Laws (LL.M.) Candidate UC Berkeley, Boalt School of Law
Industry Financial Services
Experience
Master of Laws (LL.M.) Candidate - UC Berkeley, Boalt School of Law   August 2014 - Present
Baker Street Advisors   February 2011 - August 2014
Charles Schwab  2008 - March 2011
Ernst & Young  2005 - 2006

Education
University of California, Berkeley   2014 — 2015
Master of Laws (LL.M.) and Certification in Business Law, Boalt School of Law

National University of Ireland, Galway   2001 — 2005
J.D., Law

National University of Ireland, Galway
B.A., Law & Economics

Michelle S. Kelly Michelle S. Kelly San Francisco, California Details
Michelle S. Kelly's Baker Street Advisors Experience September 2003 - January 2005
Job Vice President, Goldman Sachs Private Wealth Management
Industry Investment Management
Experience
Goldman Sachs  February 2011 - Present
Goldman Sachs  September 2008 - February 2011
Goldman Sachs  January 2005 - September 2008
Baker Street Advisors   September 2003 - January 2005

Skills
Portfolio Management, Investments, Strategic Financial..., Alternative Investments, Bloomberg, Asset Allocation, Asset Managment, Series 7, Hedge Funds, Risk Management, Business Strategy, Wealth Management, Business Development, Investment Management, Strategic Planning

Education
The Johns Hopkins University   2000 — 2002
MA, Economics

University of California, Los Angeles   1996 — 2000
BS, Mathematics/Economics

Burlingame

Alina Letuchy Alina Letuchy San Francisco, California Details
Alina Letuchy's Baker Street Advisors Experience March 2007 - October 2009
Job VP, Operational Excellence at Union Bank
Industry Financial Services
Experience
MUFG Americas  January 2012 - Present
PepsiCo  May 2010 - January 2012
Baker Street Advisors   March 2007 - October 2009
Washington Mutual Card Services  September 2005 - March 2007
FactSet Research Systems  June 2004 - September 2005

Skills
Investments, Financial Analysis, Portfolio Management, Financial Modeling, Business Strategy, Competitive Analysis, Equities, Corporate Finance, Valuation, Private Equity, Analytics, Due Diligence, Mergers & Acquisitions, Finance, Strategy, Business Analysis, Cross-functional Team..., Management, Analysis, Process Improvement

Education
The University of Chicago - Booth School of Business   2009 — 2011
MBA, Accounting and Finance

University of California, Berkeley   2002 — 2004
BA, Economics

Laila Savelis Laila Savelis San Francisco Bay Area Details
Laila Savelis's Baker Street Advisors Experience November 2012 - January 2014
Job Office Manager at RINA Accountancy Corporation
Industry Accounting
Experience
Kaiser Oakland  August 2014 - November 2014
Baker Street Advisors   November 2012 - January 2014
Baker Street Advisors   March 2011 - October 2012
RINA Accountancy Corporation  January 2004 - February 2011

Skills
Microsoft Office, Typing, Proofreading, Customer Service, 10 Key, Newsletters, Office Management, PowerPoint, Financial Analysis, Editing

Education
University of California, Berkeley   1988 — 1992
Bachelor of Arts (B.A.), Cultural Anthropology

Annie Endozo Annie Endozo San Francisco Bay Area Details
Annie Endozo's Baker Street Advisors Experience April 2013 - Present
Job Manager at Baker Street Advisors
Industry Financial Services
Experience
Baker Street Advisors   April 2013 - Present
Wetherby Asset Management  April 2011 - March 2013
UBS  2007 - March 2011
UBS  2006 - 2007
UBS  2004 - 2006

Skills
Asset Allocation, Equities, Investments, Fixed Income, Strategic Financial..., Wealth Management..., Alternative Investments, Wealth Management, Asset Managment, Hedge Funds, Mutual Funds, Portfolio Management, Personal Financial..., Bloomberg, Estate Tax Planning, Socially Responsible...

Education
University of California, Berkeley
Bachelors of Arts, Physics

Emilee Copeland Emilee Copeland San Francisco, California Details
Emilee Copeland's Baker Street Advisors Experience March 2011 - Present
Job Analyst at Baker Street Advisors
Industry Financial Services
Experience
Baker Street Advisors   March 2011 - Present
Personal Administrators, Inc.   April 2008 - December 2010
Care Level Management  September 2006 - June 2007
Matria Healthcare  January 2006 - July 2006
Third Eye Promotions   June 2005 - December 2005
Creative Artists Agency  February 2004 - August 2004

Education
The University of Texas at San Antonio
BA

Edward Fine Edward Fine San Francisco Bay Area Details
Edward Fine's Baker Street Advisors Experience September 2006 - February 2009
Job VP of Data Science at BlackRock
Industry Computer Software
Experience
BlackRock  February 2015 - Present
WibiData  November 2013 - December 2014
One Kings Lane  October 2012 - June 2013
Microsoft  November 2011 - October 2012
Crowdcast  June 2008 - June 2011
Baker Street Advisors   September 2006 - February 2009
Financial Engines  September 2000 - July 2006
Pareto Partners  1997 - 2000

Skills
Scalding, Kiji, Scala, Statistical Modeling, Machine Learning, Statistics, Big Data, Hadoop, Algorithms, R, Matlab, Data Science, SQL, Applied Mathematics, Python, Data Mining, Product Management, Mathematics, Predictive Analytics, Asset Allocation, Portfolio Optimization, Strategy, Natural Language..., Data Visualization, Distributed Systems, JavaScript, MapReduce, Artificial Intelligence, Data Analysis

Education
CFA Institute   2000 — 2002
CFA Charterholder

Caltech   1996 — 1998
MS

Wesleyan University   1991 — 1995
BA

San Francisco University High School   1987 — 1991

Wesley Garfield Wesley Garfield San Francisco Bay Area Details
Wesley Garfield's Baker Street Advisors Experience June 2014 - August 2014
Job Investment Strategy Group Intern at Baker Street Advisors
Industry Investment Management
Experience
Drum Doctors   June 2010 - Present
Baker Street Advisors   June 2014 - August 2014
Grandpoint Bank  July 2013 - August 2013
TAMID Israel Investment Group  2011 - 2013

Skills
PowerPoint, Marketing, Marketing Strategy, Advertising, Leadership, Investment Strategies, Sales, Microsoft Excel, Photoshop, Public Speaking, Financial Analysis, Social Media Marketing, Research, Social Media, Microsoft Office, Microsoft Word, Adobe Creative Suite, HTML, Teamwork, English, Ad Development, Alternative Investments, Facebook Marketing, Ad Targeting, Social Media Integration, Underwriting, Writing, Web Sales, Ebay Sales, Social Networking

Education
University of California, Berkeley   2011 — 2015
Bachelor of Arts (B.A.), Cum Laude, History: Economic and Business History

Sierra Canyon School   2007 — 2011

Stephanie Siu Stephanie Siu San Francisco, California Details
Stephanie Siu's Baker Street Advisors Experience April 2011 - April 2011
Job Accounting Intern at Host Analytics Inc
Industry
Experience
Host Analytics Inc  June 2015 - Present
Kid Care America   August 2013 - May 2015
Koinonia Children's Day Camp   June 2007 - July 2014
Taraval Eye Care Optometry   September 2011 - May 2012
Baker Street Advisors   April 2011 - April 2011
Koinonia Children   September 2006 - September 2010

Skills
Leadership, Working With Clients, Working With Children, Easily Adaptable, Team Management, Microsoft Office, Microsoft Excel, MS Excel Pivot Tables, Adobe Acrobat, Photoshop, Mathematics, NetSuite

Education
San Francisco State University   2013 — 2015

Shelby Rogers McGowan Shelby Rogers McGowan San Francisco Bay Area Details
Shelby Rogers McGowan's Baker Street Advisors Experience August 2004 - Present
Job Head of Operations at Baker Street Advisors
Industry Financial Services
Experience
Baker Street Advisors   August 2004 - Present
Robertson Stephens  1998 - 2002

Skills
Equities, Asset Allocation, Hedge Funds, Asset Management, Financial Services, Private Equity, Investments, Portfolio Management, Alternative Investments

Education
University of California, Davis   1990 — 1994
BA, intenational relations

Laura F Gibble, Esq. (Tax LLM) Laura F Gibble, Esq. (Tax LLM) San Francisco Bay Area Details
Laura F Gibble, Esq. (Tax LLM)'s Baker Street Advisors Experience August 2014 - October 2014
Job FTN Tax Associate at PwC
Industry Law Practice
Experience
PwC  January 2015 - Present
Contract Tax Attorney   August 2014 - Present
Baker Street Advisors   August 2014 - October 2014
Howes Complete Tax & Bookkeeping Services   April 2014 - August 2014
Moskowitz LLP, A Tax Law Firm   March 2014 - April 2014
Law Office of James W. R. Hastings   October 2013 - January 2014
Golden Gate University School of Law  August 2013 - December 2013
Jacqueline Amrikhas CPA, JD, LLM   July 2013 - October 2013
Johnston Tax Group   April 2013 - June 2013
Benjamin, Weill & Mazer   August 2012 - January 2013

Skills
Legal Research, Civil Litigation, Legal Writing, Westlaw, Litigation, Lacerte, Lexis Nexis, Lexis, Hearings, Corporate Law, Tax Law, Courts, Trials, Wills, Tax, Trusts, Research, LexisNexis

Education
Golden Gate University, School of Law   2010 — 2012
Master of Laws (LL.M.), Taxation, Graduated with Honors

Golden Gate University, School of Law   2009 — 2012
Doctor of Law (J.D.), Law, Dean's List; Witkin Award for hightest grade in Wills & Trusts

Saint Mary's College of California   2005 — 2009
Bachelar of Arts, Integrated Liberal Studies

Ranjana Narula Ranjana Narula San Francisco Bay Area Details
Ranjana Narula's Baker Street Advisors Experience October 2009 - October 2009
Job ACCOUNTANt II at UCSF
Industry Accounting
Experience
UCSF  August 2012 - Present
MAS Accountng Services Inc.   February 2012 - August 2012
SolarCity  September 2011 - February 2012
SMEED CPA Inc..   September 2010 - May 2011
H&R Block  December 2008 - September 2010
Baker Street Advisors   October 2009 - October 2009
Shields Nursing Centers   July 2007 - March 2008
Ernst & Young  August 2006 - May 2007
Accountemps  2006 - 2007

Skills
Accounting, Accounts Receivable, Reconciliation, Bookkeeping, Bank Reconciliation, Budgets, Financial Accounting, Data Entry, Invoicing, Microsoft Excel, Auditing, GAAP, Account Reconciliation, Microsoft Office, Forecasting, Accounts Payable, Customer Service

Education
American Institute of Certified Public Accountants   2008 — 2008
CPA Certification

Delhi University
Bachelor's of, Commerce/Accounting

Institute of Chartered Accountants of INDIA
Charterd Accountant

Alex Kearney Alex Kearney San Francisco Bay Area Details
Alex Kearney's Baker Street Advisors Experience September 2015 - Present
Job
Industry Financial Services
Experience
Baker Street Advisors   September 2015 - Present

Education
Bentley University   2006 — 2010
Bachelor of Science

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