CoverProfile

Jennifer Bonvechio

Partner

Baker Street Advisors

United States, California, San Francisco

About Me

Jennifer brings over fifteen years experience working with high net worth individuals. Her experience encompasses the areas of investment advisory services, personal financial planning and income tax planning. Prior to joining Baker Street Advisors, LLC, Jennifer worked at myCFO as a Principal in the Investment Advisory Services Group, as well as PricewaterhouseCoopers, LLC in the Asset Management Consulting Practice and the Personal Financial Services Group. Jennifer holds an MBA, with a concentration in Finance and Taxation, from the University of Notre Dame’s Mendoza College of Business and a B.S. in Accounting and Finance from the University of Notre Dame.

Profile Information

Partner

Baker Street Advisors

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

San Francisco

California

United States

Aug 7, 2024

More profiles to browse

RM
Rob McFadden
Vice President
RT
Rhonda Thomas
Senior Vice President
LE
Liberty Efird
Manager
Profile Photo
Jordan Kienzle
Partner

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
MO
Melissa Opel
Portfolio Manager
Northern Capital Management Inc
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
NC
Najib Canaan
Chief Executive Officer
Kingswood Group