Seven Mile Advisory LLC

Lily Zhang is a CFP® and holds a Series 65 license with six years of industry experience. She is currently with Seven Mile Advisory LLC, where she has worked since 2025. Her prior experience includes roles at Westmount Asset Management, Gurtin Municipal Bond Management, Ameriprise Financial, and Wendy Foster. Seven Mile Advisory serves high-net-worth individuals, trusts, estates, qualified purchasers, and institutional clients by providing discretionary investment management, financial planning, ERISA plan advisory, and third-party manager selection. The firm employs a diversified investment approach using independent managers, sub-advisors, and mutual funds/ETFs, focusing on complex advisory engagements with a small team overseeing substantial assets.

Pamela Perskie is a financial advisor with Seven Mile Advisory LLC, holding Series 65 and Series 66 credentials and six years of industry experience. Her prior roles include positions at Mariner Platform Solutions, AdvicePeriod, LLC, and SCS Financial. She serves as president of the Wharton Alumni Club of New York, a nonprofit organization. Seven Mile Advisory serves high-net-worth individuals, trusts, estates, qualified purchasers, and institutional clients, providing discretionary investment management, financial planning, ERISA plan advisory, and third-party money manager selection. The firm employs diversified portfolios using both passive and active strategies, focusing on complex or advisory-only engagements with a small advisory team.

Michael Cappadona is a CFP® professional at Montis Financial, LLC with one year of industry experience. He previously worked at First Citizens Wealth, SVB Private Wealth, and Boston Private Wealth. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, providing financial planning, asset management, and retirement plan consulting. The firm employs a discretionary portfolio management approach that includes mutual funds, separate account managers, private funds, and selective use of options and exchange-traded funds.

Nicole Araya is a financial advisor at Seven Mile Advisory LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at Crestone Asset Management, Evercore Partners, AJ Wealth, and Coastal Bridge Advisors. Seven Mile Advisory serves high-net-worth individuals, trusts, estates, qualified purchasers, and institutional clients with discretionary investment management, financial planning, ERISA plan advisory, and third-party money manager selection. The firm employs diversified investment strategies including active and passive approaches, tactical asset allocation, and Modern Portfolio Theory to align portfolios with clients’ Investment Policy Statements.