Vicky Shi
Assistant Vice President, Client Service Manager
As an Assistant Vice President and Client Service Manager in Wealthspire’s New York office, Vicky leads a multi-office client service team supporting advisors across New York and Palm Beach Gardens while continuing to work directly with strategic clients. With more than a decade of wealth management experience, she oversees service delivery, team development, operational execution, and advisor partnerships, with a focus on providing clients with a consistent, personalized experience. Prior to joining Wealthspire, Vicky was a Client Service Associate at GoalVest Advisory and spent several years at Morgan Stanley Wealth Management, where she held roles including Portfolio Associate, Senior Registered Representative, Registered Representative, and Client Service Associate. Her background gives her broad experience across client service, portfolio support, and wealth management operations. She is known for her collaborative approach, commitment to developing high-performing teams, and focus on continuous improvement. Vicky is bilingual in Mandarin and English, earned a Bachelor of Business Administration in Finance from Texas A&M University and holds the Series 7 and 66 licenses.
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.
