
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 high-net-worth clients on comprehensive investment and financial planning strategies. She also played a key role on the firm’s ESG team, contributing to portfolio decision-making and strategy development.
Prior to Westmount Partners, Lily was an Associate at PIMCO, where she worked as a client-facing member of the Municipal Bond team.
Lily earned her bachelor’s degree in Economics and Accounting from the University of California, Santa Barbara, and obtained her CFP® certification in 2022. Outside of work, she is a certified yoga instructor and an active volunteer, dedicated to addressing food insecurity in her community.
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