Alix Rosenbaum
Advisor AssociateAlix is an advisor associate based in our New York City office, supporting the local advisory team throughout the financial planning process, assisting with the development of investment strategies, and helping to manage client relationships.
She holds degrees in economics and philosophy from the University of Wisconsin–Madison and brings prior experience as a wealth strategy intern at NewEdge Wealth. Alix is passionate about working with the team to help translate clients’ goals and aspirations into lasting, meaningful legacies.
A proud Philadelphia sports fan and film enthusiast, Alix also enjoys skiing, traveling, attending live music events, and exploring fashion and design in her spare time.
Previous Experience
- Wealth Strategy Intern at NewEdge Wealth
Education & Credentials
- BA, University of Wisconsin–Madison, Economics, Philosophy
*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.
