Vicky Shi
Senior Client Service AssociateVicky is a Senior Client Service Associate in our New York office, supporting the office’s team of advisors by completing day-to-day tasks and serving as a point of contact for clients.
With over a decade of experience in wealth management, she specializes in providing first-class, white glove service to ultra-high-net-worth clients across the globe. She joins the team after serving as a client service associate for GoalVest Advisory LLC, but also held roles as a portfolio associate, senior registered representative and client service associate during a significant tenure at Morgan Stanley.
Born in China but growing up in the U.S., Vicky is bilingual in Mandarin and English, and attended Texas A&M University, earning a degree in finance. She currently resides in downtown Manhattan with her cat, Cleo, and enjoys visiting museums, surfing, and traveling to different countries in her spare time. Vicky is also an active volunteer at Best Friends Animal Shelter in New York City.
Previous Experience
- Client Service Associate at GoalVest Advisory LLC
- Portfolio Associate at Morgan Stanley Wealth Management
- Senior Registered Representative / Registered Representative at Morgan Stanley Wealth Management
- Client Service Associate at Morgan Stanley Wealth Management
Education & Credentials
- BBA, Texas A&M University, Finance
- Series 7 and 66 licenses
*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.
