Ally Rosenbaum
Advisor Associate
As an Advisor Associate in Wealthspire’s New York City office, Ally works closely with clients and advisors throughout the financial planning and investment management process. Prior to joining Wealthspire, Ally was a Wealth Strategy Intern with NewEdge Wealth, where she gained experience in the wealth management industry and developed a foundation in client-focused planning. Her academic background in both economics and philosophy brings an additional dimension to her work, combining analytical thinking with an interest in the values and aspirations behind financial decisions. She is particularly interested in helping clients think beyond near-term goals to the legacy they hope to create over time. Ally earned Bachelor of Arts degrees in Economics and Philosophy from the University of Wisconsin–Madison.
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.
