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Emelyne Ham

Sr. Client Service Associate
Education and Credentials
Strayer University (Graduated Cum Laude)
Bachelor of Business Administration, Finance Concentration
Nevada Public Notary

Emelyne brings over a decade of experience in financial services and wealth management, with a strong commitment to building meaningful client relationships and delivering exceptional service. Throughout her career, she has worked closely with financial advisors and clients, supporting comprehensive wealth management needs, including retirement planning and financial planning.

She’s passionate about helping individuals and families navigate their financial journeys with confidence. She believes that exceptional client service begins with understanding each client's unique circumstances, priorities, and long-term aspirations. Her goal is to provide thoughtful, personalized support while helping clients work toward achieving their financial goals.

Prior to joining SteelPeak Wealth, Emelyne held positions at Arista Wealth, Mercer Advisors, and TIAA, where she developed extensive experience in client relationship management, financial planning support, and retirement services. She earned a bachelor’s degree in business administration with a concentration in Finance.

Outside of work, Emelyne enjoys spending time with her family, traveling, practicing hot yoga, and discovering new restaurants and culinary experiences.

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Career Highlights
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
What is your favorite book or quote?
Schedule a Meeting with
Emelyne
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

Ryan Santiago
Operations Manager
Wayne T. Slappy
Wealth Advisor
Andy Rosas
AI Strategy & Operations Manager
Michael Rashtian
Vice President, Wealth Advisor
Kim Zajic
Chief Administrative Officer
Morten Roness, MBA
Vice President, Wealth Advisor
Stephen Fringer
Systems & Reporting Manager
Stacy Borek, CFP®
Wealth Advisor and Sr. Tax Associate
Andrew Moss
Wealth Advisor
Kingsley Choi
Wealth Advisor
Lisa Tashtchian
Sr. Client Service Associate
Brandon McAuslen
Portfolio Manager
Michael Nader, EA
Tax Associate
Bradley Triana
Tax Consultant
Rich Winer
Vice President, Wealth Advisor
Lesny Espinoza, EA
Tax Associate
Adriana Carrillo
Accounting & Administrative Associate
Curtis Cooper
Associate Wealth Advisor
Airene Williamson
Chief Legal & Compliance Officer
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Dylan Drake
Marketing Associate
Jason Hart
Director of Operations
Ashley Payrits
Alternative Investments Analyst
Peter Amling, CFP®
Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Steven Dymant
Deputy CIO, Chief Private & Public Markets Officer
Natalie Arias
Office Manager & Administrative Assistant
Steven K. Ridgeway, CPA
Tax Services Lead
Wyatt Gibson
Junior Tax Associate
Aimie Lalas
Tax Administrator
Tyler Resh
Chief Growth Officer
Katherine Neto, AWMA®
Client Service Associate
Kiras Persky
Deputy General Counsel
Dalia Dardoon
Associate Wealth Advisor
Mike Janis
Sr. Vice President, Wealth Advisor
Joe Mezzetta, CPA
Tax Preparation Manager
Roger Lopez
Wealth Advisor
Jess Boone
Director of Client Development, SteelPeak Sports
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Jonathan Sheen
Junior Portfolio Manager
Jordan Peterson, CPFA®
Wealth Advisor
Andrea Chandos
Sr. Tax Administrator
Brendan Finneran
Senior Portfolio Manager
Rachel Otto
Staff Accountant
Joseph Brandolino
Associate Wealth Advisor
Daniel Atchinson
Junior Tax Associate
Mary Berg, CPA/PFS
Technical Reviewer
Heidi Wilson, WMCP®, CDFA®, SE-AWMA®
Sr. Vice President, Wealth Advisor
Laila Bahman
Associate
Leonard Green
Compliance Manager
Jack Martin
Associate Wealth Advisor
Patrick Oliver, MST, EA
Senior Tax Consultant
Ethan Ashbrook, CFP®
Associate Wealth Advisor
Alexandra Miller
Full Charge Bookkeeper
Rina Pineda, CPA, MST
Director of Tax Consulting
Noah Barrionuevo
Associate
Heather Hinrichs
Wealth Advisor
Luke Anderson, SE-AWMA®
Sr. Vice President, Wealth Advisor
Jackie Stafford
Sr. Client Service Associate
Anthony Kim
Portfolio Manager
Mike Shotton
Sr. Vice President, Wealth Advisor
Shelby Brennan, CPA, CFP®
Sr. Tax Consultant & Family Office Manager
Michael Gansfuss
Market Director, Alpha Summit
Annie Heller
Associate Wealth Advisor
Jennifer Prendergast
Director of Tax Operations
Charlotte Perkinson
HR & Talent Manager
Christine Mueller Coley, CFP®, CDFA®
Sr. Vice President, Wealth Advisor
Luke Everhart
Business Development Associate
Tai Habib
Senior Client Service Associate
Justin Iskander, CFP®, CPA, MBA
Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Lioness Ebbay, Esq.
Director of Estate Consulting
Michelle Nanoff
Sr. Client Service Associate
Josh Lev
Vice President, Investment Research
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Tony Walsh
Chief Operating Officer
James Cordle
Senior Trader
Teddy Weber, CPA
Tax Associate
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Jessica Donovan, CFP®, AIF®, SE-AWMA®
Sr. Wealth Advisor
Flavia Nunes
Sr. Vice President, Wealth Advisor
Derek Ruan
Wealth Advisor
Sam Sosa, J.D.
Sr. Vice President, Wealth Advisor
Joshua Fein
Controller
Robert Venezia
Sr. Vice President, Wealth Advisor
Joe Fusaro
Director of Operations
Cecilia Umbel
Client Service Manager
Nicole Bezerra
HR Associate
Zack Farooquee, AAMS®, AIF®
Director of Advisory Services
Myles Bozinovski
Sr. Market Director
Enrique Vargas
Market Director
Bardia Maghami
Vice President, Fund Operations
Harley Guzman
Office Manager & Junior Paralegal