Annie Roth Email & Phone Number
Managing Director @ Baker Street Advisors
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Annie Roth Location
- California, United States
Annie Roth Work
- Managing Director @ (April 2023 - Present)
- Senior Vice President @ (January 2022 - April 2023)
- Vice President @ (July 2017 - January 2022)
- Manager @ (April 2013 - July 2017)
- Investment Associate @ (April 2011 - March 2013)
- Investment Associate @ (January 2007 - March 2011)
- Technical Analyst @ (January 2006 - January 2007)
- Registered Client Service Associate @ (January 2004 - January 2006)
Annie Roth Education
- University of California, Berkeley
Bachelors of Arts (Physics)
Annie Roth Skills
- Estate Tax Planning
- Investments
- Family Office
- Asset Allocation
- Fixed Income
- Strategic Financial Planning
- Alternative Investments
- Asset Managment
- Hedge Funds
- Mutual Funds
- Portfolio Management
- Retirement Planning
- Risk Management
- Estate Planning
- Investment Advisory
- Bloomberg
- Wealth Management Services
- Personal Financial Planning
- Socially Responsible Investing
- Tax Planning
- Investment Portfolios
- ETFs
- Portfolio Optimization
Annie Roth Summary
- Annie Roth, based in California, United States, is currently a Managing Director at Baker Street Advisors. Annie Roth brings experience from previous roles at Baker Street Advisors and Wetherby Asset Management. Annie Roth holds a Bachelors of Arts in Physics @ University of California, Berkeley. With a robust skill set that includes Estate Tax Planning, Investments, Family Office, Asset Allocation, Fixed Income and more. Annie Roth has 2 emails and 2 mobile phone numbers on RocketReach.
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