Jeff Colin

Jeff Colin Email and Phone Number

Founding Partner - Baker Street Advisors, LLC @ Baker Street Advisors, LLC
Jeff Colin's Location
San Francisco, California, United States, United States
Jeff Colin's Contact Details
About Jeff Colin

Financial executive with broad range of experience servicing high net worth individual clients and building businesses meant to service these individuals. Areas of expertise include asset allocation, manager selection in both traditional and non-traditional asset classes, concentrated equity management, portfolio construction and general wealth planning issues.Specialties: Asset allocation, traditional and non traditional asset class investing, high net worth advisory, dimensional fund advisors, etf, private equity, hedge funds, pimco, taxable investing, endowment approach

Jeff Colin's Current Company Details
Baker Street Advisors, LLC

Baker Street Advisors, Llc

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Founding Partner - Baker Street Advisors, LLC
Jeff Colin Work Experience Details
  • Baker Street Advisors, Llc
    Partner
    Baker Street Advisors, Llc Aug 2003 - Present
    San Francisco, Ca, Us
    Baker Street Advisors is a family wealth management firm specializing in working with ultra high net worth families. With deep expertise in tax, estate and trust, and investment management, Baker Street focuses on providing after-tax, after-fee, risk adjusted absolute returns.
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  • Generate Capital, Inc.
    Senior Advisor
    Generate Capital, Inc. Jan 2015 - Present
    San Francisco, California, Us
    View
  • Rimrock Capital Management, Llc
    Member Board Of Trustees - Rimrock Core Bond Fund
    Rimrock Capital Management, Llc Jul 2019 - Mar 2023
    Irvine, Ca, Us
    View
  • Deutsche Bank Alex. Brown
    Managing Director
    Deutsche Bank Alex. Brown Dec 2002 - Aug 2003
    Frankfurt Am Main, Hessen, De
    National Head of Wealth Planning
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  • Deustche Bank Alex Brown
    Head Of Wealth Planning Services
    Deustche Bank Alex Brown Dec 2002 - Aug 2003
    Executive Committee member tasked with improving effectiveness of high net worth consulting services.
  • Robertson Stephens
    Managing Director
    Robertson Stephens 2001 - 2002
    Head of Private Client Services
  • Mycfo
    Managing Director
    Mycfo 2000 - 2001
    Co-Founder, Investment Advisory Services
  • Goldman Sachs
    Vice President
    Goldman Sachs 1991 - 2000
    New York, New York, Us
    Vice President, Private Wealth Management.
    View

Jeff Colin Skills

Investments Asset Allocation Hedge Funds Private Equity Alternative Investments Wealth Management Services Investment Advisory Portfolio Management Investment Management High Net Worth Individuals Investment Strategies Real Estate Wealth Management Equities Venture Capital Financial Advisory Finance Asset Management

Jeff Colin Education Details

  • Northwestern University - Kellogg School Of Management
    Northwestern University - Kellogg School Of Management
    Accounting
  • Northwestern University
    Northwestern University
    Bachelor Of Science - Bs

Frequently Asked Questions about Jeff Colin

What company does Jeff Colin work for?

Jeff Colin works for Baker Street Advisors, Llc

What is Jeff Colin's role at the current company?

Jeff Colin's current role is Founding Partner - Baker Street Advisors, LLC.

What is Jeff Colin's email address?

Jeff Colin's email address is jc****@****ors.com

What is Jeff Colin's direct phone number?

Jeff Colin's direct phone number is +141545*****

What schools did Jeff Colin attend?

Jeff Colin attended Northwestern University - Kellogg School Of Management, Northwestern University.

What skills is Jeff Colin known for?

Jeff Colin has skills like Investments, Asset Allocation, Hedge Funds, Private Equity, Alternative Investments, Wealth Management Services, Investment Advisory, Portfolio Management, Investment Management, High Net Worth Individuals, Investment Strategies, Real Estate.

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