Alexander Milley
Advisor AssociateAlex serves as an advisor associate in our New York City office, joining full time after completing the firm’s internship program in the summer of 2024. He supports advisors in maintaining client relationships by completing day-to-day tasks, serving as a direct point of contact, and assisting in all aspects of the financial planning process.
Alex brings a variety of internship experiences to his role, having worked in financial advising, investments, and business operations. A recent graduate of Middlebury College, he earned a bachelor’s degree in economics with high honors and a minor in Chinese language studies.
Originally from Princeton, NJ, Alex is a coffee enthusiast who enjoys learning about sustainable economic practices, back country and downhill skiing, soccer, surfing, and mountain biking.
Previous Experience
- Wealth Management Intern at Wealthspire Advisors
- Financial Advisory / Investment Portfolio Allocation Intern at Nationwide Planning Associates
- Business Operations Intern at Café William
Education & Credentials
- BA, Middlebury College, Economics (High Honors), minor in Chinese Language Studies
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
