James Hong

Investment Management, Director at BakerAvenue Wealth Management

Role: Investment Management, Director at Bakeravenue Wealth Management
Location: San Francisco, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Investment Management, Director
Bakeravenue Wealth Management
Dec 2024 — Present · San Francisco, CA, US

Skills

Social Media Marketing
Powerpoint
Microsoft Excel
Microsoft Powerpoint
Start-Ups
Spanish
Data Analysis
Social Media
Social Networking
Entrepreneurship
SEO
Leadership
Digital Marketing
Fundraising
Microsoft Office
Marketing
Research

Contact information

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Work email
j••••@bakerave.com
Personal email
•••••@•••••.com
Direct dial
+17•••••••30

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Current company

Bakeravenue Wealth Management

Financial Services · 59 employees · Founded 2004 · San Francisco, California, United States

Since 2004, BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations and endowments. We’re headquartered in San Francisco with offices in New York, Dallas, Houston, Seattle, San Diego, Sun Valley and Naples. As a purpose-driven firm, our goal is to create an impact by supporting you and the community we share. We do so by delivering intelligent wealth management solutions while fostering long-term value creation. What drives us are our values of excellence, trust, and community, and we take a holistic approach to align your portfolio with your values. Our firm is committed to continually elevating our practices. While as fiduciaries it is our mission to protect your interests ahead of our own, it is our dedication to purpose, passion, and performance that drives our innovative approach. For more information, contact us or call

bakerave.com

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