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Jim Milligan

Partner

Baker Street Advisors

United States, California, San Francisco

About Me

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

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Profile Information

Partner

Baker Street Advisors

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

San Francisco

California

United States

Jul 6, 2025

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