Iris Wang

Iris Wang, CFA, is an accomplished finance professional with extensive experience in portfolio management and asset allocation. Currently, Iris serves as Vice President of Portfolio Management and Director of Asset Allocation at Raymond James since January 2022. Prior to this role, Iris was an Investment Manager at Publix Asset Management Co., where management of global investments resulted in over $15 billion in total AUM and substantial out-performance against benchmarks. Additional experience includes positions as a Senior Private Placement Analyst at Apollo Global Management, Senior Fixed Income Analyst at Miles Capital, and various roles in fixed income research and analysis at KeyBank and Industrial and Commercial Bank of China. Iris holds a Master’s Degree in Finance from the Weatherhead School of Management at Case Western Reserve University and a Bachelor’s Degree in International Business from China University of Political Science and Law.