Emily Peacock joined Shira Ridge in 2010 and is a key team member providing outstanding behind-the-scenes technical insights and process building skills. She now has over 25 years of experience in client services and operations, targeted primarily in the financial services sector. In her client services role at Shira, Emily assists with onboarding, helping clients to navigate our online tools, addressing both routine and complex account inquires, and managing account and funds transfers. As a further benefit to our clients Emily is a licensed notary. As Director of Operations, her work includes; researching and integrating new systems, with a focus on streamlining processes and improving


Emily Peacock
Chief Operating Officer
Shira Ridge Wealth Management
United States, California, San Rafael
About Me
Profile Information
Chief Operating Officer
Shira Ridge Wealth Management
Operations Team
Investor
RIA/Wealth Manager/Asset Manager
San Rafael
California
United States
Feb 19, 2025
Work Experience
Shira Ridge Wealth Management
Chief Operating Officer Oct 2010 - Present
Email: emily@shiraridge.com
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