Emalee Heim brings nearly two decades of fixed income experience to Hampton Square. She holds an MBA from the Wharton School at the University of Pennsylvania and has worked as a trader and portfolio strategist since 2008, with roles at PIMCO, Capital Group, and most recently Fidelity, where she was a corporate bond trader. Emalee has now moved from the trading floor to a more personal side of finance. She is passionate about building meaningful relationships and helping individuals and families make thoughtful decisions aligned with what matters most to them.
Outside of work, Emalee enjoys running, hiking, and snowboarding. She is active in her church community and serves on a homeless and addiction outreach team.