BakerAvenue

Geoffrey Erwin is a CFP® professional with 27 years of experience in the financial services industry. He currently works at BakerAvenue, where he has been since 2022. His previous roles include positions at Fidelity Personal and Workplace Advisors and Strategic Advisers, as well as Fidelity Brokerage Services. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. organizations, offering portfolio management, financial planning, family office services, and specialized strategies including estate and philanthropy planning. The firm employs a combination of fundamental, quantitative, and technical analysis with tactical asset allocation across various named strategies.

Nicholas Mc Innis is a CFA® charterholder with nine years of industry experience. He has been with BakerAvenue since 2016 and holds a Series 65 license. BakerAvenue provides wealth management, financial planning, and family office services to individuals, high-net-worth, and institutional clients, typically on a discretionary basis. The firm offers multiple investment strategies combining tactical allocation, quantitative analysis, and fundamental research, and provides services including tax and estate planning, philanthropy, and trustee oversight for clients with over $3 million in investable assets.

Hannah Kim is a financial advisor at BakerAvenue in San Francisco, holding Series 63 and Series 65 licenses. She has been in the industry since 2021, with prior experience at Sand Hill Global Advisors LLC. BakerAvenue provides wealth management, financial planning, and family office services to individuals, high-net-worth clients, and institutional clients, typically on a discretionary basis. The firm offers multiple investment strategies using tactical allocation, quantitative analysis, and fundamental research, and includes services such as tax and estate planning, philanthropy, and trustee oversight.

Doug Couden is a CFA® charterholder and holds a Series 63 license with 14 years of experience in the financial industry. He has worked at BakerAvenue since 2012 and was previously with Veridi Capital, LLC from 2019 to 2021. He is based in San Francisco, CA. BakerAvenue offers investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, focusing on discretionary portfolio management and comprehensive financial planning. The firm employs a blend of fundamental, quantitative, and technical analysis with tactical asset allocation across multiple named strategies and includes services such as estate planning, philanthropy, tax preparation, and concentrated stock management.

Dong Hwan Hong is a CFA® charterholder and holds the Series 66 designation with six years of industry experience. He has worked at BakerAvenue since 2022 and previously held roles at Cresset Asset Management, Sand Hill Global Advisors, and Goldman Sachs Wealth Services. BakerAvenue provides wealth management, financial planning, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a range of investment strategies combining tactical allocation, quantitative analysis, and fundamental research, and offers client reporting and trustee oversight services.

Thomas Dowd is a financial advisor at BakerAvenue with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Crawford Investment Counsel, Fisher Investments, Strategic Advisors Inc, and Fidelity Brokerage Services. He has been with BakerAvenue since 2026. BakerAvenue provides wealth management, financial planning, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs multiple investment strategies combining tactical allocation, quantitative analysis, and fundamental research to manage risk and meet client objectives.

Peter Espiritu is a financial advisor at BakerAvenue with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. for over two decades. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, offering portfolio management, financial planning, family office services, and specialized strategies across multiple asset classes.

Erik Gholtoghian is a financial advisor at BakerAvenue with a Series 65 designation and three years of industry experience. His work history includes roles at Green Pebble Financial, Moskowitz LLP, Pruco Securities, LLC, Liberty Tax Service, and IHSS. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, employing a multi-strategy investment approach that includes portfolio management, financial planning, family office services, and estate and philanthropy planning.

Joseph Krauszer is a CFP® and holds a Series 66 license with 23 years of industry experience. He is currently an advisor at BakerAvenue, where he has worked since 2023. His prior experience includes roles at Integrity Holdings Group LLC and Fidelity Investments. BakerAvenue offers wealth management, financial planning, and family office services primarily to individuals, high-net-worth clients, and institutions. The firm employs multiple investment strategies combining tactical allocation, quantitative analysis, and fundamental research, and provides a broad range of services including tax, estate, philanthropy, and concentrated stock management.

Sheila Rabaut is a CFP® with nine years of industry experience, currently serving as a financial advisor at BakerAvenue since 2018. Prior to this, she worked at Waypoint Wealth Partners from 2016 to 2018. Outside of her advisory role, she consults for the Rabaut Family Foundation, where she also serves as Treasurer and Secretary. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, and charitable institutions, employing a multi-strategy investment approach that includes portfolio management, financial planning, and family office services.

Gerry Oconnell is a financial advisor at BakerAvenue with seven years of industry experience. He holds a Series 65 credential and previously worked at Moskowitz LLP and Half Dome Wealth Management. Prior to his current role, he operated a sole proprietorship providing consulting services for nine years. BakerAvenue offers investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, typically under discretionary mandates. The firm employs a multi-strategy investment approach that includes fundamental, quantitative, and technical analysis combined with tactical asset allocation.

Gerald Luff is a financial advisor at BakerAvenue with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BakerAvenue since 2006, following a two-year period at Veridi Capital, LLC. Outside of advisory work, he owns and operates a property management business focused on single-family residences. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, offering portfolio management, financial planning, family office services, and specialized strategies including concentrated stock management and philanthropy planning. The firm employs a multi-strategy investment process that integrates fundamental, quantitative, and technical analysis with tactical asset allocation.

Sanden Leavers is a financial advisor at BakerAvenue in Southlake, TX, holding a Series 65 designation with one year of industry experience. Prior to joining BakerAvenue in 2025, Leavers was unemployed and has no prior advisory work history. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. institutions, typically under discretionary mandates. The firm employs a multi-strategy investment approach that includes fundamental, quantitative, and technical analysis, along with tactical asset allocation.

Daniel Cassell is a CFA® charterholder and holds a Series 65 license with 16 years of industry experience. He has been with BakerAvenue since 2015, currently serving in their San Francisco office. BakerAvenue provides investment advisory and wealth planning services to individuals, retirement plans, charitable institutions, and other U.S. clients, often under discretionary mandates. The firm employs a multi-strategy investment approach combining fundamental, quantitative, and technical analysis with tactical asset allocation across various named strategies.

Simon Baker Jr. is a financial advisor at BakerAvenue with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Veridi Capital, LLC and Simonbaker & Partners LLC. He has been with Baker Avenue Asset Management, LP since 2004. BakerAvenue provides wealth management, financial planning, and family office services to individuals, high-net-worth clients, and institutional clients, typically on a discretionary basis. The firm employs multiple named strategies combining tactical allocation, quantitative analysis, and fundamental research, and offers services including tax and estate planning, philanthropy, and concentrated stock management.