Baker Street Advisors is a San Francisco based, SEC Registered Investment Adviser (RIA) with over $6 billion under advisement. 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.

June 2014 - Head of Personal InvestingAugust 2012 - Head of Retail/iShares and Private Bank Distribution for Hong Kong, Singapore, Southeast AsiaJuly 2010 - US iShares Private Wealth: Assembled and led a 30-person team responsible for business strategy, sales messaging, sales training, business management, client events, sponsorship and loyalty programs. January 2007 - Head of iShares Canada: Expatriate assignment. Raised $10 billion in net new assets accomplished with a lean efficient team.January 2003 - iShares Business Development: Responsible for selling iShares ETFs across Western United States. Built and maintained top tiered sales territory.

July 2000 - Regional Vice President, San Francisco, CAResponsible for SMA, Mutual Fund and Fee-Based programs across California. Top ranked sales territory for fee-based account growth (27%) and SMA sales ($540M)January 1998 - Financial Advisor, Honolulu, HIBuilt successful advisory practice and achieved top tier status among third year cohorts resulting in invitation into Morgan Stanley high potential women mentoring program.