Meet the Team

Helping clients embrace life's transitions. That's our mission.

Simon Baker
Simon Baker
Chief Executive Officer
Sonja Borda
Sonja Borda
Wealth Advisory Associate
Daniel Cassell
Daniel Cassell
Senior Portfolio Strategist
Bill Connor
Bill Connor
Managing Director & Partner
Chelsea Ransom-Cooper
Chelsea Ransom-Cooper
Wealth Advisory Associate
Doug Couden
Doug Couden
Chief Investment Officer & Partner
Michael Dely
Michael Dely
Technology Associate
Amy Hepburn
Amy Hepburn
Head of Impact and Philanthropy
Jared Johnson
Jared Johnson
Associate Director
Hannah Kim
Hannah Kim
Chief Compliance Officer & Director of Operations
King Lip
King Lip
Chief Strategist & Partner
Jerry Luff
Jerry Luff
Chief Operating Officer & Partner
Nicholas McInnis
Nicholas McInnis
Investment Associate
Tom Ngo
Tom Ngo
 
Tracy Pham
Tracy Pham
Relationship Manager & HR Specialist
Tom Piro
Tom Piro
Associate Director
Sheila Rabaut
Sheila Rabaut
Associate Director
Marisa Rothstein
Marisa Rothstein
Managing Director, Trust & Planning Specialist
Hetal Saki
Hetal Saki
Wealth Advisory Associate
Scott Stephens
Scott Stephens
Managing Director & Partner
Andrea Tecson
Andrea Tecson
Relationship Manager
Tanya Welch
Tanya Welch
Managing Director
Credentials & Oversight

Experience and knowledge meet transparency
and integrity.

We are a registered investment advisor regulated by the SEC, whose mission is to protect investors and maintain the integrity of the securities market. Under the strict SEC rules, registered investment advisors have a fiduciary duty to their clients. This is a moral and a legal obligation to place a client’s interests ahead of their own.

Credentials Professional Associations

Our experienced team of investment professionals is 
uniquely qualified to handle every aspect of your wealth management needs.
8 Master of Business Administration (MBA) degrees
5 Chartered Financial Analysts (CFA)
6 Certified Wealth Strategists (CWS®)
10 Certified Financial Planners (CFP®)
1 Attorney (JD)
1 Chartered Market Technician (CMT)
1 Certified Divorce Financial Analyst (CDFA) professional
Events

Bringing together clients, prospects, partners and our community.

Celebration of female founders Event
Community partners

Doing good is our quarterly benchmark.

Giving back is at the heart of BakerAvenue. We are proud of and honored to support several non-profits organizations we care deeply about.
Baker-Simpson Entrepreneurial Fellowship Program
The Baker-Simpson Entrepreneurial Fellowship Program funds five rising Hartwick College seniors in a summer "start-up" experience.
Achieve
Achieve is a year-round, 4-year high school scholarship and enrichment program for underserved students from low-income families.
Kiva
Kiva.org helps individuals and companies give micro loans to low-income entrepreneurs in the developing world.
The Global Fund for Women
Since 1987, Global Fund for Women has invested in nearly 5,000 women-led groups across 175 countries.
Nexus Global
Nexus works to unite social entrepreneurs, philanthropists, and allies to accelerate political, societal, and equal justice solutions.
Save the Redwoods League
Since 1918, Save the Redwoods League has worked to protect and restore redwood forests and connect people to their peace and beauty.
Thon Met African Peace Foundation
A grassroots organization helping to create a safe community for displaced women and children of South Sudan.
Vital Voices
Through global advocacy, Vital Voices identifies women leaders with daring visions, partnering with these women to make vision become reality.
WomenOne
Educate a girl. Change the world. WomenOne creates positive change in the lives of women and girls globally through access to quality education.
Contact Us

Let’s make the most out of every transition.

Get in touch with us today.

Talk to BakerAvenue experts in Wealth Management, Impact Investing, Restricted Stock Transactions or Change of Status.

San Francisco

301 Battery St., Floor 2
San Francisco, CA 94111
T (415) 986-1110
New York

55 Thompson St., TH
New York, NY 10012
T (212) 202-3188
Dallas

550 Reserve St., Suite. 270

Southlake, TX 76092
T (214) 306-9849

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