Jim Milligan
Portfolio Manager-Equities at Baker Street Advisors LLC
Profile
Mr. James E.
Milligan is a Partner at Baker Street Advisors LLC.
He is on the Board of Directors at San Francisco Ballet Association.
He currently chairs on the National Board of Directors for Summer Search, a leadership development non-profit assisting disadvantaged youth.
He chairs Summer Search's Development, Nominating and Governance Committees.
He 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, Mr. Milligan served as Managing Director and Regional Manager of Private Wealth Management at Goldman Sachs in San Francisco.
He spent 9 years building and leading this business.
He 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 Mexico.
Subsequently, he became Managing Director and Regional Manager of Goldman Sachs Private Wealth Management in Houston before leading the business in San Francisco.
Mr. Milligan received an M.B.A.
from Stanford University and a B.S.
in Civil Engineering from the University of Texas at Austin.
Jim Milligan active positions
| Companies | Position | Start |
|---|---|---|
Baker Street Advisors LLC
 Baker Street Advisors LLC Investment ManagersFinance Baker Street Advisors LLC (Baker Street) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Jeffrey W. Colin in 2004 and is a subsidiary of Watson Acquisition LLC, which is ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). Baker Street provides customized wealth management and comprehensive investment advisory solutions to financially successful families and individuals. | Portfolio Manager-Equities | 2011-02-28 |
Former positions of Jim Milligan
| Companies | Position | End |
|---|---|---|
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Corporate Officer/Principal | 2008-06-30 |
San Francisco Ballet Association
 San Francisco Ballet Association Movies/EntertainmentConsumer Services San Francisco Ballet Association operates professional ballet programs and other related services. The firm performs the first American productions of Swan Lake and Nutcracker as well as the American Coppélia. The company was founded in 1933 and is headquartered in San Francisco, CA. | Director/Board Member | - |
Training of Jim Milligan
| Stanford University | Masters Business Admin |
| The University of Texas at Austin | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
San Francisco Ballet Association
San Francisco Ballet Association Movies/EntertainmentConsumer Services San Francisco Ballet Association operates professional ballet programs and other related services. The firm performs the first American productions of Swan Lake and Nutcracker as well as the American Coppélia. The company was founded in 1933 and is headquartered in San Francisco, CA. | Consumer Services |
Baker Street Advisors LLC
Baker Street Advisors LLC Investment ManagersFinance Baker Street Advisors LLC (Baker Street) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Jeffrey W. Colin in 2004 and is a subsidiary of Watson Acquisition LLC, which is ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). Baker Street provides customized wealth management and comprehensive investment advisory solutions to financially successful families and individuals. | Finance |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Finance |
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