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

Bill Connor

Jerry Luff

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

Leadership Team

Client Services Team

Wealth Management Team

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Team members

Other teams at BakerAvenue Wealth Management

Leadership Team

Client Services Team