About
Sidi Zhao, CFA, is a Trader at Miracle Mile Advisors in Los Angeles, where she manages portfolio trading activities and collaborates closely with advisors and portfolio managers across various investment strategies and asset classes. Her role encompasses oversight of trade execution, rebalancing, and portfolio implementation, supporting the firm's wealth management objectives.
Sidi began her career at Aequitas Wealth Management as a back-office associate before joining Miracle Mile Advisors, where she advanced from a client service associate to her present trading role. She has almost five years of experience in the financial services industry, with notable expertise in working with diversified portfolios spanning equities, fixed income, and alternative investments.
She holds both a CFA designation and degrees from UCLA and UCLA Anderson School of Management, and is an active member of the CFA Society of Los Angeles. Her commitment to supporting portfolio management and delivering high-quality trading execution highlights her growing contributions within the wealth management and investment advisory sector, particularly in multi-asset strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Miracle Mile Advisors | Trader | Jul 2020 to Present | Miracle Mile Advisors is an independent, award-winning, registered investment advisory firm. We are fiduciaries focused on providing best-in-class guidance, advice and technology tailored to evolve wi... |
| DoubleLine | Unknown to Present | — |
Education
UCLA Anderson School of Management
UCLA
Skills & Expertise
Others at Miracle Mile Advisors, LLC (9)
| Name | Role | Location |
|---|---|---|
 | Partner | CA , United States |
C Coleman Chamberlain | Associate Research Analyst | Chicago, IL , United States |
 | Partner | CA , United States |
| Partner | CA , United States |
 | Senior Associate Portfolio Strategist | CA , United States |
 | Investment Analyst | Santa Monica, CA , United States |
 | Trader | Los Angeles, CA , United States |
 | Chief Investment Officer | Chicago, IL , United States |
 | Portfolio Manager | San Francisco, CA , United States |
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| Name | Role | Fund | Location |
|---|---|---|---|
R Rich Schimbor | Senior Equity Analyst | Ami Asset Management Corp. | Los Angeles, CA , United States |
A Andrew Z. | Portfolio Manager | Ami Asset Management Corp. | Los Angeles, CA , United States |
H Heather Liu | Portfolio Analyst | L & S Advisors Inc. | Los Angeles, CA , United States |
 | Senior Trader | L & S Advisors Inc. | Los Angeles, CA , United States |
