Profil
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.
Postes actifs de Jim Milligan
| Sociétés | Poste | Début |
|---|---|---|
Baker Street Advisors LLC
Baker Street Advisors LLC Investment ManagersFinance Baker Street allocates their clients’ investment assets among investment managers and funds in accordance with their designated investment objectives. The firm pursues active management only in those markets where there is great opportunity. | Gestionnaire de Portefeuille-Actions | 01/03/2011 |
Anciens postes connus de Jim Milligan
| Sociétés | Poste | Fin |
|---|---|---|
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/07/2008 |
San Francisco Ballet Association
San Francisco Ballet Association Movies/EntertainmentConsumer Services Operates professional ballet programs and other related services | Directeur/Membre du Conseil | - |
Formation de Jim Milligan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Stanford University
Stanford University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
The University of Texas at Austin
The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
San Francisco Ballet Association
San Francisco Ballet Association Movies/EntertainmentConsumer Services Operates professional ballet programs and other related services | Consumer Services |
Baker Street Advisors LLC
Baker Street Advisors LLC Investment ManagersFinance Baker Street allocates their clients’ investment assets among investment managers and funds in accordance with their designated investment objectives. The firm pursues active management only in those markets where there is great opportunity. | Finance |
















