Lilli Seidman
Advisor AssociateLilli serves as an advisor associate in our Melville, NY office, supporting the local advisory team throughout the financial planning process, assisting with building investment strategies, and helping manage client relationships.
She established strong foundational skills in the financial services industry through her previous roles as an equity analyst intern at Draper Asset Management and as a senior analyst at Florida Fixed Income Group. She has developed a true passion for contributing to impactful financial research projects and is dedicated to delivering the highest level of client service.
Lilli recently graduated from the University of Florida with a degree in economics and a minor in business administration, earning cum laude honors.
Currently residing in Hewlett, NY, Lilli spends her time outside of work playing various musical instruments, exercising, and surfing during the summer.
Previous Experience
- Equity Analyst Intern at Draper Asset Management
- Senior Analyst at Florida Fixed Income Group
Education & Credentials
- BA, University of Florida, Economics, minor in Business Administration
*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.
