Baker Avenue Asset Management Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations and endowments. We’re headquartered in San Francisco with offices in New York, Dallas, Houston, Seattle, San Diego, Sun Valley and Naples.

As a purpose-driven firm, our goal is to create an impact by supporting you and the community we share. We do so by delivering intelligent wealth management solutions while fostering long-term value creation. What drives us are our values of excellence, trust, and community, and we take a holistic approach to align your portfolio with your values.

Our firm is committed to continually elevating our practices. While as fiduciaries it is our mission to protect your interests ahead of our own, it is our dedication to purpose, passion, and performance that drives our innovative approach.

For more information, contact us or call 888.585.1750.

Find Baker Avenue Asset Management employees' phone numbers or email addresses

Baker Avenue Asset Management Global Highlights

Location
Employees

North America
68

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  • United States Of America
    67
  • Canada
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Baker Avenue Asset Management's Leadership

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    A. H.
    Head Social Impact And Philanthropy
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    S. C. S.
    Managing Partner & Director
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    J. B.
    Owner
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    J. B.
    Cofounder President
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    J. Y.
    Wealth Advisor, Managing Director
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    J. H.
    Investment Management, Director
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    G. E.
    Wealth Advisor, Director
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    J. B.
    Wealth Advisory, Managing Director
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Baker Avenue Asset Management Employee Metrics

100%
50%
0%
2026
2025
2024
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Baker Avenue Asset Management

Name
Title
Contact Info
Location
Last Update
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    K. K.
    Wealth Advisor, Director
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    United StatesFlorida
    Oct 19, 2025
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    C. P.
    Director Of Marketing
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    UNITED STATES
    Jun 25, 2025
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    G. O.
    Director Of Tax Planning, Financial Advisor
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    Oct 17, 2024
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    G. P.
    Wealth Manager And Managing Director
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    United StatesTexas
    Oct 17, 2024
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    J. Y.
    Wealth Advisor Managing Director
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    Oct 22, 2024
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    J. B.
    Wealth Advisor, Director
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    Oct 16, 2025
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    K. K.
    Associate Director
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    Oct 22, 2024
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    T. S. A.
    Director Of Operations At Bakeravenue Wealth Management
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    Jun 21, 2024
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    A. R.
    Senior Wealth Advisory Manager
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    United StatesTexas
    Jan 26, 2026
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    E. P.
    Wealth Advisory Manager
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    United StatesFlorida
    Jan 27, 2026

Frequently Asked Questions

What is Baker Avenue Asset Management known for?

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Baker Avenue Asset Management was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 1 Embarcadero Center, Suite 2530 Floor 25; you can contact the main corporate office by phone at . Explore Baker Avenue Asset Management's company overview page for more information.

What is Baker Avenue Asset Management's most common email format?

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Baker Avenue Asset Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Baker Avenue Asset Management email formats with LeadIQ.

How many employees does Baker Avenue Asset Management have currently?

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Baker Avenue Asset Management has approximately 54 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Baker Avenue Asset Management's key employees and leadership?

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As of February 2026, Baker Avenue Asset Management's key employees include:

  • Head Social Impact And Philanthropy: A. H.
  • Managing Partner & Director: S. C. S.
  • Owner: J. B.
  • Cofounder President: J. B.
  • Wealth Advisor, Managing Director: J. Y.

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