The leadership team at BakerAvenue Wealth Management has a long history of experience in the financial industry. The team's experience includes positions at Great Gable Partners, Credit Suisse (CSFB), Donaldson, Lufkin & Jenrette (DLJ), and Dean Witter Reynolds. The team is also highly educated, with degrees from Hartwick College in economics and French.
Amy Hepburn
Head of Impact & Philanthropy
Andrew Thompson
Finance Manager
Bill Connor
Wealth Advisor & Partner
Brynne Terry
Marketing Communications Manag...
Christin Kim Pienkny
Director of Marketing
Daniel Cassell
Portfolio Manager
Doug Couden
Chief Investment Officer & Par...
Geoff Erwin
Wealth Advisor & Director
Jacob Quiroz
Senior Wealth Associate
Jennifer Leong
Wealth Advisor & Director
Jerry Luff
Chief Operating Officer & Part...
Josh Young
Wealth Advisor & Managing Dire...
Julia Joyce Bialek
Senior Wealth Associate
Matt Munro
Wealth Advisor & Director
Michael Dely
Senior Technology Manager
Michael Dunn
Director of Wealth Solutions
Michael Tideman
Wealth Advisor & Director
Scott Stephens
Wealth Advisor & Partner
Sheila Rabaut
Wealth Advisor & Director
Simon Baker
Chief Executive Officer
Simon Mayali
Estate Planning Director
Tanya Welch
Wealth Advisor & Partner
Tom Ngo
President & Partner
Tracy Pham Salvador
Director of Operations
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