Annie S.

Annie Shieh is the Senior Trader at Monograph Wealth, based in Los Angeles, CA, where she has served since May 2023. In this role, she is responsible for overseeing all aspects of trade execution, ensuring precision and best execution across client accounts, and contributing to the firm's disciplined investment process for ultra-affluent families and institutional clients. Her work centers on the efficient execution of trades within multi-asset portfolios, with a focus on equities, fixed income, and alternative investments to maintain optimal portfolio construction and risk management for high-net-worth clients.

Prior to joining Monograph Wealth, Annie held a senior portfolio management role at LourdMurray, where she spent over a decade managing investment portfolios and leading client relationships for wealthy individuals and families. Earlier in her career, she developed robust operational and wealth management experience as a Team Management Associate at Morgan Stanley Private Wealth Management, further establishing her expertise in private wealth services and client management.

Annie holds a Bachelor of Science in Business Economics from UC Santa Barbara. Throughout her career, she has been recognized for her meticulous execution standards, deep understanding of trading operations, and strategic contributions to private wealth and portfolio management, particularly in the high-net-worth segment.