We believe Baker Avenue Asset Management offers a smarter, safer approach to growing and preserving your wealth. Our innovative investment style builds powerful downside protection into a strategy for long-term growth.

Finance

BakerAvenue Wealth Management

BakerAvenue Wealth Management's headquarters in San Francisco, CA, United States

Simon Baker

Tom Ngo

Jerry Luff

King Lip

Amy Hepburn

Doug Couden

The Wealth Management Team at BakerAvenue Wealth Management is dedicated to helping clients grow and preserve their wealth through innovative investment strategies. Comprising roles such as Wealth Advisors, Portfolio Managers, and Senior Wealth Associates, the team focuses on delivering personalized financial guidance, robust downside protection, and long-term growth solutions tailored to each client's financial goals.

Wealth Management Team

The Leadership Team at BakerAvenue Wealth Management is responsible for setting the strategic direction of the firm, overseeing investment strategies, and ensuring operational excellence. Composed of top executives, including the Chief Investment Officer and Chief Executive Officer, this team collaborates to drive innovation, enhance client relationships, and uphold the firm's commitment to wealth preservation and growth. Their leadership fosters a culture of integrity and excellence while navigating the complexities of the financial landscape.

Leadership Team

The Client Services Team at BakerAvenue Wealth Management ensures exceptional client experiences by managing account operations, addressing client inquiries, and facilitating efficient communication between clients and advisors. This team plays a vital role in maintaining client satisfaction and supporting the firm's wealth management strategy.

Client Services Team

The Operations Team at Baker Avenue Wealth Management ensures seamless day-to-day functions by overseeing technology infrastructure, finance operations, and tax compliance. They implement innovative strategies for efficient workflow, manage operational risks, and support the firm's investment style to grow and preserve client wealth.

BakerAvenue Wealth Management

Org chart

Teams

Wealth Management Team

Leadership Team

Client Services Team

Operations Team

Offices

BakerAvenue Wealth Management

Org chart

Teams

Wealth Management Team

Leadership Team

Client Services Team

Operations Team

Offices

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