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Lei Z
Series 65
Remote
Palm Springs Advisory LLC
Lei Zhang is a financial advisor at Palm Springs Advisory LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Panorama Capitals LLC. Outside of financial advising, he is the owner and general manager of Changsha Jiutu Hancheng Information Technology Co., Ltd, where he acts as product manager and oversees overall operations. Palm Springs Advisory LLC provides portfolio management and consulting services to a diverse client base including U.S. and non-U.S. individuals and institutions. The firm develops customized investment strategies that incorporate a range of approaches, including structured notes and actively managed equity models, and offers both discretionary and non-discretionary account management.
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