Andrea Mitchell
Portfolio Manager at Signature Estate & Investment Advisors LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Signature Estate & Investment Advisors, LLC | Portfolio Manager | Mar 2024 to Present | — |
| Signature Estate & Investment Advisors, LLC | Trader | Dec 2020 to Present | — |
| Bel Air Investment Advisors | Investment Services | Oct 2019 to Dec 2020 | — |
| Crabel Capital Management | Associate Trader | Aug 2016 to Aug 2019 | — |
| LPL Financial | Managed Accounts - Overlay Portfolio Management Group (Service Trading and Operations) | Jan 2013 to Aug 2016 | — |
| LPL Financial | Compliance Coordinator - (Governance, Risk and Compliance) | Jan 2012 to Jan 2013 | — |
| First Allied Securities, Inc. | Transitions and Client Services | Jul 2010 to Jan 2012 | — |
Education
San Diego State University
Bachelor of Arts (BA)
Others at Signature Estate & Investment Advisors LLC (21)
| Name | Role | Location |
|---|---|---|
| Partner | Cleveland, OH , United States | |
| Senior Partner | McLean, VA , United States | |
| Partner | Cleveland, OH , United States | |
| Associate | Santa Monica, CA , United States | |
| Senior Partner | Los Angeles, CA , United States | |
| Partner | Kensington, MD , United States | |
K Kenneth Buzek | Partner | Strongsville, OH , United States |
| Partner | Cleveland, OH , United States | |
| Senior Partner | Newport Beach, CA , United States | |
M Michael DeJohn | Partner | Cleveland, OH , United States |
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