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Andrea Mitchell

Andrea Mitchell

Portfolio Manager at Signature Estate & Investment Advisors LLC

Los Angeles, CA , United States

About

Andrea Mitchell is a Portfolio Manager at Signature Estate & Investment Advisors, LLC, based in Los Angeles, CA. In her current role, she is responsible for managing client portfolios, developing tailored investment strategies, and monitoring market trends to optimize asset allocation for high-net-worth clients and institutions. Her expertise includes working with a diverse mix of asset classes using both strategic macro and tactical micro allocation approaches, with a focus on customization according to client objectives.

Andrea’s professional background spans portfolio management and trading at Signature Estate & Investment Advisors, LLC, where she has held leadership roles since 2020. Previously, she worked in investment services at Bel Air Investment Advisors, further deepening her experience within the wealth management industry. Throughout her career, Andrea has specialized in managing portfolios with exposures across equities, fixed income, and alternatives, serving the specific needs of affluent individuals and institutions.

She holds a Bachelor of Arts from San Diego State University, equipping her with a strong academic foundation in finance. Andrea is recognized for her analytical rigor, strategic insight, and commitment to providing bespoke investment solutions. Her contributions have centered on enhancing portfolio risk-adjusted returns through advanced asset allocation and ongoing portfolio optimization for private clients and families.

Career History

OrganizationRoleDate RangeDetails
Signature Estate & Investment Advisors, LLCPortfolio ManagerMar 2024 to Present
Signature Estate & Investment Advisors, LLCTraderDec 2020 to Present
Bel Air Investment AdvisorsInvestment ServicesOct 2019 to Dec 2020
Crabel Capital ManagementAssociate TraderAug 2016 to Aug 2019
LPL FinancialManaged Accounts - Overlay Portfolio Management Group (Service Trading and Operations)Jan 2013 to Aug 2016
LPL FinancialCompliance Coordinator - (Governance, Risk and Compliance)Jan 2012 to Jan 2013
First Allied Securities, Inc.Transitions and Client ServicesJul 2010 to Jan 2012

Education

San Diego State University

Bachelor of Arts (BA)

Others at Signature Estate & Investment Advisors LLC (21)

NameRoleLocation
Azim Nakhooda
Azim Nakhooda
PartnerCleveland, OH , United States
David Johnson
David Johnson
Senior PartnerMcLean, VA , United States
David Robertson
David Robertson
PartnerCleveland, OH , United States
Dylan Audsley
Dylan Audsley
AssociateSanta Monica, CA , United States
Jennifer Kim
Jennifer Kim
Senior PartnerLos Angeles, CA , United States
John Keenan
John Keenan
PartnerKensington, MD , United States
K
Kenneth Buzek
PartnerStrongsville, OH , United States
Kenneth Rogat
Kenneth Rogat
PartnerCleveland, OH , United States
Mark Copeland
Mark Copeland
Senior PartnerNewport Beach, CA , United States
M
Michael DeJohn
PartnerCleveland, OH , United States
Showing 1-10 of 21 team members

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