Andrea Shieh

Directeur de la Recherche - Actions chez CA Family Wealth LLC

Profil

Ms. Andrea Shieh is a Managing Director & Director of Investments at CA Family Wealth LLC.
She is responsible for Boulevard’s investment research and portfolio management initiatives.
She is a founding member of the firm’s Investment Committee, which guides the evolution of the firm’s investment strategies and the proactive approach to the ever-changing needs of wealthy families.
With her experience in managed money, she has led the firm in developing a comprehensive investment platform that offers both traditional and alternative investment strategies designed to enhance portfolio returns and offer downside protection.
She first worked at the Citi Family Office in Los Angeles, and then subsequently at Merrill Lynch in Beverly Hills.
She began her career at Smith Barney’s Consulting Group in Boston, supporting financial advisors with the managed products platform and coordinating performance reporting for institutions.
She received her B.S in Business Administration with a concentration in Finance from the University of Delaware.
She holds the Certified Investment Management Analyst.

Postes actifs de Andrea Shieh

Sociétés	Poste	Début
CA Family Wealth LLC	Directeur de la Recherche - Actions	01/07/2017

Anciens postes connus de Andrea Shieh

Sociétés	Poste	Fin
MORGAN STANLEY	Corporate Officer/Principal	01/06/2012

Formation de Andrea Shieh

University of Delaware

Undergraduate Degree