Michael Cappadona

by | Jan 31, 2025

× × Michael Cappadona Vice President and Client Advisor Michael is a Vice President and Client Advisor at Seven Mile Advisory. Previously, he served as a Financial Advisor at Montis Financial, a registered investment advisor in Boston, where he worked with...

Lily Zhang

by | Jan 31, 2025

× × Lily Zhang Vice President and Client Advisor Lily is a Vice President and Client Advisor at Seven Mile Advisory. Previously, she served as a Senior Associate at Westmount Partners, a Registered Investment Advisor in Los Angeles, where she worked with...

Paul Dalton

by | Nov 22, 2024

× × Paul Dalton Chief Technology Officer Paul was previously Director of Technology for a multi-million dollar wealth management firm where he managed the information technology infrastructure and support for multiple offices across the United States. Prior to that,...

Jennifer Flickinger

by | Nov 22, 2024

× × Jennifer Flickinger Director, Private Wealth Jennifer has been in the wealth management industry for over 35 years, with a primary focus in managing financial services for high net worth individuals. Activities included extensive consultation and support to the...

Emily Herrup

by | Apr 17, 2023

× × Emily Herrup Vice President & Client Advisor Emily is a Vice President and Client Advisor with Seven Mile Advisory. Previously, she was a Senior Advisor Associate at Wealthspire Advisors in New York, assisting with the day-to-day management of client...