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...

Nicole Araya

by | Apr 17, 2023

× × Nicole Araya Vice President & Client Advisor Nicole is a Vice President and Client Advisor at Seven Mile Advisory. Previously, she was an Associate at Crestone Capital, a Registered Investment Advisor in Colorado, working with clients on a variety of...

Pamela Perskie

by | Mar 21, 2022

× × Pamela Perskie Founder & CEO Pam is the Founder and CEO of Seven Mile Advisory. Previously, she was a managing director and the head of the New York office of SCS Financial, a multifamily office managing over $30 billion in assets. She served on the firm’s...