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Meet the Team

Helping Clients Embrace Life's Transitions. That's Our Mission.

Simon Baker
Simon Baker
Chief Executive Officer
Julia Joyce Bialek
Julia Joyce Bialek
Senior Wealth Associate
Daniel Cassell
Daniel Cassell
Portfolio Manager
Bill Connor
Bill Connor
Wealth Advisor, Partner
Doug Couden
Doug Couden
Chief Investment Officer & Partner
Michael Dely
Michael Dely
Senior Technology Manager
Michael Dunn
Michael Dunn
Director of Wealth Solutions
Geoff Erwin
Geoff Erwin
Wealth Advisor, Director
Lorenzo Garcia
Lorenzo Garcia
Client Service Operations Associate
Mark Gronke
Mark Gronke
Tax Manager
Amy Hepburn
Amy Hepburn
Head of Impact and Philanthropy
James Hong
James Hong
Senior Portfolio Analyst
Jared Johnson
Jared Johnson
Wealth Advisor, Director
Jennifer Leong
Jennifer Leong
Wealth Advisor, Director
King Lip
King Lip
Chief Strategist & Partner
Eddie Lopez
Eddie Lopez
Client Service Operations Associate
Jerry Luff
Jerry Luff
Chief Operating Officer & Partner
Simon Mayali
Simon Mayali
Estate Planning, Director
Nicholas McInnis
Nicholas McInnis
Senior Portfolio Analyst
John Montgomery
John Montgomery
West Group Real Estate Consultant
Melissa Montgomery
Melissa Montgomery
West Group Real Estate Consultant
Matt Munro
Matt Munro
Wealth Advisor, Director
Tom Ngo
Tom Ngo
President & Partner
Gerry O’Connell
Gerry O’Connell
Tax Planning, Partner
Elena Panco
Elena Panco
Wealth Advisory Associate
Christin Kim Pienkny
Christin Kim Pienkny
Director of Marketing
Jacob Quiroz
Jacob Quiroz
Senior Wealth Associate
Sheila Rabaut
Sheila Rabaut
Wealth Advisor, Director
Celso Rodrigues
Celso Rodrigues
Operations Associate
Tracy Pham Salvador
Tracy Pham Salvador
Director of Operations
Scott Stephens
Scott Stephens
Wealth Advisor, Partner
Brynne Sasaki Terry
Brynne Sasaki Terry
Marketing Communications Manager
Michael Tideman
Michael Tideman
Wealth Advisor, Director
Maurissa Thomas
Maurissa Thomas
Client Service Operations Associate
Andrew Thompson
Andrew Thompson
Finance Manager
Tanya Welch
Tanya Welch
Wealth Advisor, Partner
Sa Monique Wright
Sa Monique Wright
Client Service Operations Associate
Sylvia Xu
Sylvia Xu
Wealth Advisory Associate
Josh Young
Josh Young
Wealth Advisor, Managing Director
Credentials & Oversight

Experience and Knowledge Meet Transparency and Integrity.

BakerAvenue is 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, our registered investment advisors have a fiduciary duty to our clients. This is a moral and a legal obligation to place a client’s interests ahead of our own.

When you need to discuss your personal and professional life transitions, BakerAvenue is here for you.
 
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2020 Financial Times 300 Top Registered Investment Advisors
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