Alix Rosenbaum
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Alix Rosenbaum Email & Phone Number

Advisor Associate at Wealthspire Advisors
Location: Madison, Wisconsin, United States 6 work roles 3 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Wealthspire Advisors
Role
Advisor Associate
Location
Madison, Wisconsin, United States
Company size
418 employees

Who is Alix Rosenbaum? Overview

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Quick answer

Alix Rosenbaum is listed as Advisor Associate at Wealthspire Advisors, a company with 418 employees, based in Madison, Wisconsin, United States. AeroLeads shows a matched LinkedIn profile for Alix Rosenbaum.

Alix Rosenbaum previously worked as Sales Associate at Anthropologie and Wealth Strategy Intern at Newedge Wealth. Alix Rosenbaum holds Bachelor Of Arts - Ba, Economics, Philosophy from University Of Wisconsin-Madison.

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Email format at Wealthspire Advisors

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Wealthspire Advisors

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Profile bio

About Alix Rosenbaum

Alix Rosenbaum is a Advisor Associate at Wealthspire Advisors.

Current workplace

Alix Rosenbaum's current company

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Wealthspire Advisors
Wealthspire Advisors
Advisor Associate
New York, NY, US
Website
wealthspire.com
Employees
418
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6 roles

Alix Rosenbaum work experience

A career timeline built from the work history available for this profile.

Sales Associate

Current
Anthropologie

Madison, Wisconsin, United States

Currently balancing this role with academic studies, demonstrating strong time management and organizational skillsEfficiently assists with daily operations such as fitting rooms, cash wrap, and store organizationSubstantial experience in dealing with different personalities to assess and meet the needs of multiple clients

Jun 2022 - Present

Wealth Strategy Intern

Newedge Wealth

Stamford, Connecticut, United States

Interned at firm ranked No. 5 on Barron's Top 100 RIA Firms list, contributing to high-caliber financial strategies and client solutionsDeveloped financial analysis skills by creating budget worksheets, mastering mortgage concepts and formulas, and conducting research on fixed income, including municipal bonds and credit rating systemsEnhanced client.

Jun 2024 - Aug 2024

Front Desk Agent

Doubletree By Hilton Madison Downtown

Madison, Wisconsin, United States

Managed and effectively resolved guest issues for a high-demand hotel with more than 160 rooms byprofessionally communicating toward solutions

May 2023 - Jul 2023

Summer Camp Counselor

Ridgefield Parks & Recreation

Ridgefield, Connecticut, United States

Communicated with other counselors to coordinate group activities while enthusiastically contributing to the healthy physical and mental development of children aged 4-10

Jun 2021 - Aug 2021

Student Intern

Rvnahealth

Ridgefield, Connecticut, United States

Compiled paperwork, took detailed meeting notes, and drafted press releases to increase engagement and donations for this nonprofit company

May 2021 - Jun 2021
Team & coworkers

Colleagues at Wealthspire Advisors

Other employees you can reach at wealthspire.com. View company contacts for 418 employees →

PM Pietro Messina, Cfp® Pietro Messina, Cfp® Colleague at Wealthspire AdvisorsWestchester County, New York, United States, United States View → AN Alexandria Nichols Alexandria Nichols Colleague at Wealthspire AdvisorsBoca Raton, Florida, United States, United States View → ZG Zachary Gering, Cfp® Zachary Gering, Cfp® Colleague at Wealthspire AdvisorsUnited States, United States View → RV Rick Van Benschoten, Cfp® Rick Van Benschoten, Cfp® Colleague at Wealthspire AdvisorsNew York, New York, United States, United States View → KG Kevin Gahagan, Cfp®, Cima®, Cep, Cimc Kevin Gahagan, Cfp®, Cima®, Cep, Cimc Colleague at Wealthspire AdvisorsSan Francisco, California, United States, United States View → BS Bryan Stretton, Cfp® Bryan Stretton, Cfp® Colleague at Wealthspire AdvisorsReston, Virginia, United States, United States View → LS Luke Smith, Cfp®, Aif® Luke Smith, Cfp®, Aif® Colleague at Wealthspire AdvisorsSalisbury, Maryland, United States, United States View → TS Taylor Stathis, Cfp® Taylor Stathis, Cfp® Colleague at Wealthspire AdvisorsQueens County, New York, United States, United States View → HM Hector Molina Hector Molina Colleague at Wealthspire AdvisorsNew York, New York, United States, United States View → SW Spencer Weiss Spencer Weiss Colleague at Wealthspire AdvisorsNew York City Metropolitan Area, United States View →
3 education records

Alix Rosenbaum education

Bachelor Of Arts - Ba, Economics, Philosophy

University Of Wisconsin-Madison

Activities and Societies: Phi Alpha Delta International Law Fraternity, Women in Economics, Wealth Management Group, Dane4Dogs Organization

FAQ

Frequently asked questions about Alix Rosenbaum

Quick answers generated from the profile data available on this page.

What company does Alix Rosenbaum work for?

Alix Rosenbaum works for Wealthspire Advisors.

What is Alix Rosenbaum's role at Wealthspire Advisors?

Alix Rosenbaum is listed as Advisor Associate at Wealthspire Advisors.

Where is Alix Rosenbaum based?

Alix Rosenbaum is based in Madison, Wisconsin, United States while working with Wealthspire Advisors.

What companies has Alix Rosenbaum worked for?

Alix Rosenbaum has worked for Wealthspire Advisors, Anthropologie, Newedge Wealth, Doubletree By Hilton Madison Downtown, and Ridgefield Parks & Recreation.

Who are Alix Rosenbaum's colleagues at Wealthspire Advisors?

Alix Rosenbaum's colleagues at Wealthspire Advisors include Pietro Messina, Cfp®, Alexandria Nichols, Zachary Gering, Cfp®, Rick Van Benschoten, Cfp®, and Kevin Gahagan, Cfp®, Cima®, Cep, Cimc.

How can I contact Alix Rosenbaum?

You can use AeroLeads to view verified contact signals for Alix Rosenbaum at Wealthspire Advisors, including work email, phone, and LinkedIn data when available.

What schools did Alix Rosenbaum attend?

Alix Rosenbaum holds Bachelor Of Arts - Ba, Economics, Philosophy from University Of Wisconsin-Madison.

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