Andrea Shieh

Sr. Investment Strategist

Andrea Shieh - Sr. Investment Strategist

CFP®, CIMA

ashieh@merceradvisors.com

Andrea is a senior investment strategist at Mercer Advisors where she supports advisor teams and high-net-worth families in investment strategy and portfolio construction.

She brings to Mercer Advisors 15 years of experience working with multi-generational families, guiding them towards their financial goals through tailored investment and private market solutions. Andrea was previously a founding member and the director of investments since 2017 at a multi-family office in Beverly Hills, California. Earlier in her career she worked as a private wealth investment associate at Merrill Lynch and an investment analyst for Morgan Stanley Smith Barney.

Andrea received her Bachelor of Science in finance from the University of Delaware and is a dedicated mentor for the Lerner Executive Mentoring Program at her alma mater. Andrea is a CERTIFIED FINANCIAL PLANNER® Professional and Certified Investment Management Analyst®. She is based in Los Angeles and in her free time enjoys wine tasting and photography.

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