Alexandra Karalis is a Wealth Associate focused on annuity management and client account servicing. Her responsibilities include preparing applications, processing beneficiary changes, initiating income distributions, facilitating annuity transfers, and managing allocation changes across existing accounts. She works closely with the firm’s third-party IMO to facilitate transactions efficiently and has expanded her responsibilities to include custodian servicing activities.
Alexandra earned a bachelor’s degree in Finance from North Central College in May 2026. Prior to joining Rothschild, she spent a year and a half as an intern at Spahn Financial, where she prepared portfolio summaries, developed performance reports, and assisted with 401(k) proposals for prospective clients.
Alexandra volunteers as a math tutor each fall and winter and is actively involved in her church community at St. Athanasios in Aurora. She stays busy outside of work with reading, running, spending quality time with her loved ones, and traveling whenever she gets the chance.
