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Lily Haili Zhang

Pcm Encore, LLC

Aspen, CO

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Current Employers
Pcm Encore, Llc

520 E Cooper Ave. Ste. 7C, Aspen, CO 81611 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-07-06
  • NY RA
    APPROVED
    Since 2026-07-06

Branch Locations

520 E Cooper Ave. Ste. 7C, Aspen, CO 81611 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pimco (Formerly Gurtin Municipal Bond Management) Solana Beach CA 05/2018 10/2020
University Of California Santa Barbara Goleta CA 09/2014 05/2018
Ameriprise Financial Santa Barbara CA 06/2016 04/2018
Wendy Foster Montecito CA 09/2015 04/2018
Westmount Partners (Previously Westmount Asset Management) Los Angeles CA 10/2020 12/2024
Seven Mile Advisory, Llc New York NY 01/2025 05/2026
Pcm Encore, Llc New York NY 06/2026 Present
Pcm Encore, Llc Aspen CO 06/2026 Present
  • 05/2018 → 10/2020
    Pimco (Formerly Gurtin Municipal Bond Management)
    Solana Beach, CA
  • 09/2014 → 05/2018
    University Of California Santa Barbara
    Goleta, CA
  • 06/2016 → 04/2018
    Ameriprise Financial
    Santa Barbara, CA
  • 09/2015 → 04/2018
    Wendy Foster
    Montecito, CA
  • 10/2020 → 12/2024
    Westmount Partners (Previously Westmount Asset Management)
    Los Angeles, CA
  • 01/2025 → 05/2026
    Seven Mile Advisory, Llc
    New York, NY
  • 06/2026 → Present
    Pcm Encore, Llc
    New York, NY
  • 06/2026 → Present
    Pcm Encore, Llc
    Aspen, CO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-17
  • S65 Uniform Investment Adviser Law Examination
    2019-09-17
Designations
Other Names
  • Lily H Zhang

View on SEC IAPD

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Jeffrey Allan Sgroi
ADAM STEVENSON
SARAH KATHERINE STACHNIK
JODY ANN SWAPP
CHRISTOPHER RICHARDS SABELLA
Charles C. Smith
Scott ROGER Mercier
BRIAN E OVERBO

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ASPEN, CO
STEVENSON ADVISORS, LLC · ASPEN, CO
INTEGRATED BENEFITS, INCORPORATED · Aspen, CO
ASHTON THOMAS SECURITIES, LLC · Aspen, CO
J.P. MORGAN SECURITIES LLC · Aspen, CO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ASPEN, CO
WELLS FARGO CLEARING SERVICES, LLC · ASPEN, CO
FOUNDATIONS INVESTMENT ADVISORS LLC · ASPEN, CO

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