ANNIE SHIEH
Senior Trader
Annie joined Monograph as Senior Trader in 2023. She oversees trade execution, seeking accuracy and best execution for client accounts.
Annie began her career at Morgan Stanley in their Private Wealth Management division. She was part of a team of seven serving high net-worth and institutional clients, and later took on the role of Client Services team lead, a position that included trading equities, mutual funds, fixed income, international stocks, and options. Annie then transitioned to working at LourdMurray, where she served as Senior Portfolio Associate and was responsible for all aspects of trading and implementing client model portfolios.
Annie received her bachelor's degree in business economics from the University of California at Santa Barbara.
When Annie is not working, she enjoys spending time with family and friends, cooking, dining out and trying new restaurants, and offering her time volunteering for food organizations and events or serving at outreach programs with her church. She loves to travel and spend time at her happy place, the beach.
O: 310.496.7377 E: annie@mgwealth.com