Annie Endozo Roth

Finance

Consumer Services

Profile

Ms. Annie E.
Roth is Vice President at Baker Street Advisors LLC.
She joined Baker Street Advisors in 2013.
Prior to joining Baker Street, Ms. Roth spent two years at Wetherby Asset Management and five years at UBS AG.
Her experience encompasses comprehensive personal financial planning, investment due diligence, managing investment portfolios, tax planning, estate planning, and retirement planning.
She works with corporate executives, high-net worth families, endowments, and charitable organizations.
She holds a B.A.
in Physics from University of California, Berkeley.

Former positions of Annie Endozo Roth

Companies	Position	End
Laird Norton Wetherby Wealth Management LLC Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments.	Portfolio Manager-Equities	2013-03-30
UBS Financial Services, Inc. UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.	Corporate Officer/Principal	2010-12-30

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Training of Annie Endozo Roth

University of California, Berkeley

Undergraduate Degree

Experiences
Positions held

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Inactive

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Private companies

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Linked companies

Private companies	2
Laird Norton Wetherby Wealth Management LLC Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments.	Finance
UBS Financial Services, Inc. UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.	Finance