Bakeravenue Wealth Management
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
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Verified contacts
52
available on Kipplo
LinkedIn employees
55
11 to 50 range
Open roles
—
no listings
Distinct roles
32
indexed titles
Tech stack
2
tools in use
Monthly traffic
367
organic / mo
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Decision-makers and verified team members
52 contacts with verified email or phone · masked until revealed.
- JY
Joshua Young
Wealth Advisor, Managing Director · Finance & Accounting
EmailPhone - MM
Matthew Munro
Wealth Advisor, Director · Finance & Accounting
EmailPhone - MT
Michael Tideman
Wealth Advisor, Director · Finance & Accounting
EmailPhone - NM
Nick McInnis
Investment Management, Director · Finance & Accounting
EmailPhone - SR
Sheila Rabaut
Director · General Business & Management
EmailPhone - AT
Andrew Thompson
Senior Finance Manager · Finance & Accounting
EmailPhone - DC
Daniel Cassell
Portfolio Manager · Finance & Accounting
EmailPhone - JH
James Hong
Senior Portfolio Analyst · Finance & Accounting
EmailPhone - MD
Michael Dely
Technology Manager · Information Technology
EmailPhone
Showing 9 of 52 verified contacts
Top roles at Bakeravenue Wealth Management
32 distinct titles indexed · top 10 shown.
- 5wealth advisor, director
- 4wealth associate
- 3client services associate
- 3tax manager
- 2growth & experiences associate
- 2senior finance manager
- 2senior wealth associate
- 1()
- 1, -
- 1bakeravenue
- +22more titles
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