Iris Mak, CFA, is a Senior Vice President, Investment Counselor, and Portfolio Manager at Citi Private Bank, where they provide asset allocation and portfolio management services to ultra-high net worth clients. With over 15 years of experience in the investment consulting and advisory industry, Iris has previously held roles at Eckler Ltd., Morningstar Associates Inc., and Towers Perrin, specializing in manager research, selection, and performance evaluation for pension plans and financial institutions. Iris is currently pursuing a Bachelor of Business Administration in Finance and Investments at the Schulich School of Business - York University.
This person is not in the org chart
This person is not in any teams
This person is not in any offices