Annie Shieh

Annie Shieh is the Senior Trader at Monograph Wealth, where she has overseen trade execution since joining the firm in 2023. In this capacity, she is responsible for ensuring accuracy and best execution across client portfolios, with a focus on ultra-high net worth individuals and institutions. Her expertise includes working with a wide range of asset classes, including equities, fixed income, and alternative investments, tailored to the complex needs of affluent clients.

Prior to her role at Monograph Wealth, Annie held the position of Senior Portfolio Manager at LourdMurray for over a decade, where she led portfolio construction and management for multi-generational families. She also spent more than eleven years at Morgan Stanley Private Wealth Management, focusing on team management and private wealth solutions. Throughout her career, Annie has developed a reputation for precise trade execution, rigorous risk management, and delivering customized investment strategies to clients.

Annie holds a Bachelor of Science in Business Economics from UC Santa Barbara. Her significant contributions include advancing best practices in trade execution and portfolio management within the wealth management sector, particularly for clients with highly structured and diversified mandates in public and private markets.