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

Simon Baker

Glen Rives

Kris Krauszer

John Montgomery

Melissa Montgomery

Sylvia Xu

Maurissa Thomas

Julia Joyce Bialek

Elena Panco

Jacob Quiroz

Michael Dunn

Amy Hepburn

Simon Mayali

Geoff Erwin

Jennifer Leong

Sheila Rabaut

Tanya Welch

Scott Stephens

Christin Kim Pienkny

Tom Ngo

Doug Couden

Daniel Cassell

Michael Tideman

Matt Munro

Josh Young

Jerry Luff

Wealth Management Team

Leadership Team

Client Services Team

Operations Team

Teams at BakerAvenue Wealth Management

Wealth Management Team

Leadership Team

Client Services Team

Operations Team