Meet the Team

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

Simon Baker
Simon Baker
Chief Executive Officer
Sonja Borda
Sonja Borda
Senior Wealth Advisory Manager
Daniel Cassell
Daniel Cassell
Portfolio Manager
Bill Connor
Bill Connor
Wealth Advisor, Partner
Chelsea Ransom-Cooper
Chelsea Ransom-Cooper
Wealth Advisory Manager
Doug Couden
Doug Couden
Chief Investment Officer & Partner
Michael Dely
Michael Dely
Technology Manager
Amy Hepburn
Amy Hepburn
Head of Impact and Philanthropy
Jared Johnson
Jared Johnson
Wealth Advisor, Director
Hannah Kim
Hannah Kim
Chief Compliance Officer & Director of Client Service Operations
King Lip
King Lip
Chief Strategist & Partner
Jerry Luff
Jerry Luff
Chief Operating Officer & Partner
Nicholas McInnis
Nicholas McInnis
Senior Investment Associate
Tom Ngo
Tom Ngo
President & Partner
Tracy Pham
Tracy Pham
Senior CS Operations Manager & Senior HR Specialist
Tom Piro
Tom Piro
Wealth Advisor, Director
Sheila Rabaut
Sheila Rabaut
Wealth Advisor, Director
Celso Rodrigues
Celso Rodrigues
Operations Associate
Hetal Saki
Hetal Saki
Senior Wealth Advisory Manager
Scott Stephens
Scott Stephens
Wealth Advisor, Partner
Andrea Tecson
Andrea Tecson
Senior Client Service Operations Associate & Marketing Associate
Tanya Welch
Tanya Welch
Wealth Advisor, Managing Director
Sylvia Xu
Sylvia Xu
Client Service Operations Manager
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.

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 Women’s Entrepreneurial Leadership Program
The Baker-Simpson Women's Entrepreneurial Leadership Program 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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