Jeff Colin
Jeff Colin is the Founder and Partner at Baker Street Advisors, one of the largest independent wealth managers in California. He is a member of the firm’s Management Committee and is the Partner in charge of the firm’s Investment Strategy Group. Colin began his career advising some of the country's wealthiest families in 1991. His areas of expertise include asset allocation, manager selection in both traditional and non-traditional asset classes, concentrated equity management, portfolio construction and general wealth planning issues. Prior to Baker Street, he served as the National Head of Wealth Planning for Deutsche Bank Alex. Brown and was the Managing Director of the Private Client Division of Robertson Stephens.
Jeff Colin Professional Experience / Academic History
Professional Experience
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Founder and Partner
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Managing Director, National Head of Wealth Planning
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Managing Director
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Vice President, Private Wealth Management
Academic History
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M.B.A., Finance and Accounting
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B.S., Communications
CURRENT AFFILIATIONS
EARLY CAREER
At Deutsche Bank, he served on the firm's Executive Committee, where he improved the effectiveness of high net worth consulting services.
He co-founded the Investment Advisory Services Group of myCFO and worked as a Vice President in the Private Client Services Division of Goldman Sachs.
He also served on the Board of Trustees at Rimrock Capital Management.
RECOGNITIONS
2018-2024 Forbes Best-in-State Wealth Advisors
2016-2020 Forbes America's Top 250 Wealth Advisors
2007-2020 Barron's Top 100 Independent Financial Advisors
2020 Barron's Top 1200 Financial Advisors
2019 Financial Times Top Registered Investment Advisers
MEDIA & PUBLICATIONS
He has been featured in Forbes, Bloomberg, Barron's, the Wall Street Journal, and Yahoo! Finance, among others.