![Andrea Shieh](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Andrea Shieh
Direktor der Forschung - Eigenkapital bei 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.
Aktive Positionen von Andrea Shieh
Unternehmen | Position | Beginn |
---|---|---|
CA Family Wealth LLC
![]() CA Family Wealth LLC Investment ManagersFinance CA Family Wealth LLC, dba Boulevard Family Wealth (Boulevard), is a SEC-registered investment advisor and wealth management firm headquartered in Beverly Hills, California. The firm is owned by CA Family Wealth Holdings LLC. Boulevard is the chief family advisor to affluent self-made entrepreneurs, business owners and executives from all over the world. | Direktor der Forschung - Eigenkapital | 01.07.2017 |
Ehemalige bekannte Positionen von Andrea Shieh
Unternehmen | Position | Ende |
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MORGAN STANLEY | Corporate Officer/Principal | 01.06.2012 |
Ausbildung von Andrea Shieh
University of Delaware | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Börsennotierte Unternehmen | 1 |
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MORGAN STANLEY | Finance |
Private Unternehmen | 1 |
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CA Family Wealth LLC
![]() CA Family Wealth LLC Investment ManagersFinance CA Family Wealth LLC, dba Boulevard Family Wealth (Boulevard), is a SEC-registered investment advisor and wealth management firm headquartered in Beverly Hills, California. The firm is owned by CA Family Wealth Holdings LLC. Boulevard is the chief family advisor to affluent self-made entrepreneurs, business owners and executives from all over the world. | Finance |