Jim has over 20 years of experience advising and assisting high net worth families with the investment of their assets. Prior to joining Baker Street Advisors, LLC, Jim worked at Goldman Sachs & Co. in Private Wealth Management. He spent his last 9 years at Goldman Sachs as Managing Director and Regional Manager of Private Wealth Management in San Francisco building and leading this business. Jim served as a senior advisor to Bay Area clients regarding all aspects of their complex financial lives, and supervised their investments and the 40+ advisors reporting to him. He joined Goldman Sachs in Houston in 1987 to work with the wealthiest families in the Southwestern United States and
Jim Milligan
Partner
Baker Street Advisors
United States, California, San Francisco
About Me
Profile Information
Partner
Baker Street Advisors
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
San Francisco
California
United States
Jul 6, 2025
More profiles to browse
HP
Heather Pelant
Managing Director
JB
Jennifer Bonvechio
Partner
RT
Rhonda Thomas
Senior Vice President
Christopher Wilkens
Partner
You Might Like
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation