Alison Fitzgerald
Senior Advisor Associate
Alison is responsible for the analysis of client investment portfolios for private clients. She serves clients by offering expertise on asset allocation, portfolio design, investment policy statements, manager selection and financial planning. She began her career in financial services in 1992. Prior to joining the firm, she held various positions at Kidder Peabody, Nuveen Investments, and was the Director of Equity Marketing and Sales and Head of the Management Committee/Partner with Lotsoff Capital Management. She earned a Bachelor of Science degree in Mechanical Engineering from Yale University. Alison serves on the board of The Coleman Foundation, the Rustandy Center Advisory Council at University of Chicago Booth, and the Yale Jackson School Board of Advisors.
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.
