Annie Roth

Annie Roth Email and Phone Number

Managing Director at Baker Street Advisors @ Baker Street Advisors
Annie Roth's Location
San Francisco Bay Area, United States, United States
Annie Roth's Contact Details

Annie Roth personal email

About Annie Roth

Experienced investment professional focused on comprehensive personal financial planning, investment due diligence, managing investment portfolios, tax & estate planning, and retirement planning. Works with corporate executives, high-net worth families, endowments, and charitable organizations. Graduated with a Bachelors of Arts in Physics from University of California, Berkeley.

Annie Roth's Current Company Details
Baker Street Advisors

Baker Street Advisors

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Managing Director at Baker Street Advisors
Annie Roth Work Experience Details
  • Baker Street Advisors
    Managing Director
    Baker Street Advisors Apr 2023 - Present
    San Francisco, Ca, Us
    Baker Street Advisors is a San Francisco based, SEC Registered Investment Adviser (RIA). We serve as fiduciaries, providing customized wealth management and comprehensive investment advisory solutions to private clients, families and foundations. Our client investment portfolios reflect the principles of simplicity, cost-effectiveness and tax-efficiency. Please visit our website (www.bakerstreetadvisors.com) for more information.
    View
  • Baker Street Advisors
    Senior Vice President
    Baker Street Advisors Jan 2022 - Apr 2023
    San Francisco, Ca, Us
    View
  • Baker Street Advisors
    Vice President
    Baker Street Advisors Jul 2017 - Jan 2022
    San Francisco, Ca, Us
    View
  • Baker Street Advisors
    Manager
    Baker Street Advisors Apr 2013 - Jul 2017
    San Francisco, Ca, Us
    View
  • Wetherby Asset Management
    Investment Associate
    Wetherby Asset Management Apr 2011 - Mar 2013
    Managed investment portfolios for affluent families, endowments & foundations. Specialized in financial planning, tax planning, and investment management.
  • Ubs
    Investment Associate
    Ubs 2007 - Mar 2011
    Zurich, Ch
    Managed investment portfolios for affluent families primarily based in Silicon Valley.
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  • Ubs
    Technical Analyst
    Ubs 2006 - 2007
    Zurich, Ch
    Developed asset allocation strategies, implemented use of modern portfolio theory, evaluated investments. Specialized in investment due diligence of third-party equity and fixed income portfolio managers.
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  • Ubs
    Registered Client Service Associate
    Ubs 2004 - 2006
    Zurich, Ch
    Series 7 and 66 licensed. Trading and administration of corporate employee stock option trading plans and executive trading plans.
    View

Annie Roth Skills

Asset Allocation Equities Investments Fixed Income Strategic Financial Planning Wealth Management Services Alternative Investments Wealth Management Asset Managment Hedge Funds Mutual Funds Portfolio Management Personal Financial Planning Bloomberg Estate Tax Planning Socially Responsible Investing

Annie Roth Education Details

  • University Of California, Berkeley
    University Of California, Berkeley
    Physics

Frequently Asked Questions about Annie Roth

What company does Annie Roth work for?

Annie Roth works for Baker Street Advisors

What is Annie Roth's role at the current company?

Annie Roth's current role is Managing Director at Baker Street Advisors.

What is Annie Roth's email address?

Annie Roth's email address is en****@****ail.com

What schools did Annie Roth attend?

Annie Roth attended University Of California, Berkeley.

What are some of Annie Roth's interests?

Annie Roth has interest in Cello, Personal Finance, Investing, Technology, Science, Socially Responsible Investing, Behavioral Finance, Running, Food, Travel.

What skills is Annie Roth known for?

Annie Roth has skills like Asset Allocation, Equities, Investments, Fixed Income, Strategic Financial Planning, Wealth Management Services, Alternative Investments, Wealth Management, Asset Managment, Hedge Funds, Mutual Funds, Portfolio Management.

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