Mr. Lip is a portfolio manager and lead advisor at Baker Avenue Asset Management. He serves on the investment committee and is responsible for the management of our passive and tactical investment strategies. As a lead advisor with 11 years of market experience, Mr. Lip also provides wealth management and financial planning services to our private clients. Prior to joining Baker Avenue, he was responsible for managing over $220 million in assets as a portfolio manager at Bingham, Osborn, and Scarborough, LLC (BOS). Prior to BOS, Mr. Lip served as the lead portfolio manager at the family office of a Forbes List ultra high net worth individual. As an analyst at Donaldson, Lufkin & Jenrette (DLJ) and at Credit Suisse First Boston (CSFB), Mr. Lip worked closely with Mr. Baker managing BAAM’s All Cap Core strategy. Mr. Lip earned a B.A. in Economics and a B.S. in Business Administration from the University of California at Berkeley, Haas School of Business and a M.S. in Banking and Financial Services Management from Boston University. He holds both the CERTIFIED FINANCIAL PLANNERTM (CFP®) and the Chartered Financial Analyst (CFA) certifications and is one of only 1,200 professionals in the United States who holds both designations. Mr. Lip also holds the California real estate broker’s license and has experience with many forms of real estate investments. Mr. Lip has been nominated as a Top 100 Independent Wealth Advisor in Barron’s magazine and in the San Francisco Business Times. He has been quoted in leading financial publications such as Better InvestingTM, Consumer Reports®, and Registered Rep.
Eric Jardine, CFA Portfolio Manager, Baker Avenue Asset Management
(415) 986-1110
Mr. Jardine is a portfolio manager at Baker Avenue Asset Management. Previously, Mr. Jardine worked at Wells Fargo Bank for four years in the capital markets group as a proprietary derivatives trader. While at Wells Fargo, his role involved risk management of a $500mm derivatives portfolio with products tied to the equity, interest rate and foreign exchange markets. Additionally, he has experience working with individual and institutional investors on structuring hedging solutions, including collars on concentrated positions and equity linked notes. Mr. Jardine graduated from the University of Colorado with a B.S. in Business Administration.
Jacques Soenens Portfolio Manager, Great Gable Partners L.P.
(415) 986-1119
Mr. Soenens brings 12 years of public equity investing experience and a three year track record (+97.5% net return*). In September 2004, Mr. Soenens was recognized by PLANSPONSOR Magazine as one of “the best [emerging] managers”. Prior to Great Gable, from 2002 to 2004, Mr. Soenens was the co-portfolio manager and co-founder of Osmium Partners, a small/micro-cap value hedge fund. From 2000 to 2002, Mr. Soenens was a private investor and consulting analyst from at WRC. From 1996 to 1999, Mr. Soenens was a research analyst at Donaldson, Lufkin and Jenrette (DLJ). At DLJ, he worked on a top ranked team focusing on information technology services and business process outsourcing. Mr. Soenens began his career at Prudential Securities as part of a top ranked research team covering imaging technology companies. Mr. Soenens earned a B.S.M. from the AB Freeman School of Business, Tulane University in 1993.
Thomas Rooney Director, Great Gable Partners L.P.
(415) 986-1119
Mr. Rooney has nearly 25 years of capital markets experience as a leading research analyst, investment banker, and advisor. Mr. Rooney was previously a Principal at The Chesapeake Group, a New York-based investment/merchant bank focused on providing buy-side services to middle market companies. Over his career, Mr. Rooney has helped raise more than $2.5 billion in capital and completed over $3.0 billion in M&A transactions. From 1983-2000, Mr. Rooney was a research analyst and investment banker at Donaldson, Lufkin & Jenrette (DLJ). From 1985-94, Mr. Rooney was consistently ranked as one of the leading technology analysts on Wall Street by Institutional Investor Magazine and was cited on numerous occasions by the Wall Street Journal for the accuracy of his earnings estimates. Mr. Rooney began his career at Moseley, Hallgarten in 1981 after graduating from Bates College with a B.A. in Political Science.
Kevin Goldstein Director of Research, Great Gable Partners L.P.
(415) 986-1119
Mr. Goldstein has 8 years of public equity investment experience on both the buy and sell side and was a top ranked analyst in the UK market (2000). From 2002 to 2004, Mr. Goldstein was a co-founder/Managing Director of Arcanum Capital Management, a proprietary model hedge fund which raised +$100mm in equity commitments. From 1996 to 2000, Mr. Goldstein was an equity analyst at Donaldson, Lufkin and Jenrette (DLJ) in London and New York. In London, he covered the Telecom Equipment sector, was a top ranked analyst in the UK market by Reuters in 2000 and was one of the youngest ranked analysts in the history of DLJ. In New York, he worked for two #1 ranked analysts covering Conglomerates and Paper & Forest Products. Mr. Goldstein earned a M.B.A. from Stanford University in 2002 and a B.A. cum laude, from Amherst College in 1995.
*The results portrayed are net of fund fees and expenses, reflect the reinvestment of all dividends and other earnings. All returns are purely historical, are no indication of future performance and are subject to adjustment. These results are based on information believed to be correct, but are subject to revision and audit adjustment. Performance includes returns of previously co-managed/co-founded Osmium Partners 11/2002-8/2004.
