Alexander Milley
Advisor Associate
As an Advisor Associate in Wealthspire’s New York City office, Alex works closely with clients and advisors throughout the financial planning process. Alex joined Wealthspire full time after completing the firm’s wealth management internship program in 2024. Alex brings experience across financial advising, investment portfolio allocation, and business operations. In addition to his internship with Wealthspire, he worked with Nationwide Planning Associates and Café William, where he gained exposure to both investment analysis and the operational side of a business. His academic background in economics, combined with his interest in sustainable economic practices, gives him a broad perspective on the financial and economic factors that shape client decisions. Alex earned a Bachelor of Arts in Economics with high honors and a minor in Chinese Language Studies from Middlebury College.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
