Kendrick K Logo


Private Wealth Consulting

Iris Lee

Iris Lee, MBA, CPWA®

Private Wealth Consultant

Iris applies more than 18 years of experience in the financial services industry to developing and implementing investment strategies and asset allocations for our individual and institutional clients. Her role also includes investment manager research and monitoring, and she is well‐versed in both long‐only managers and alternative strategies.

Iris began her career as a financial analyst with Goldman Sachs. In 2004, she joined Deutsche Bank Securities, where she assisted with the transition to Alex. Brown, a division of Raymond James, in 2016. In addition to her hands‐on industry experience, Iris earned the Certified Private Wealth Advisor (CPWA®) certification and holds Series 7 and 66 securities licenses.

A graduate of the University of California Los Angeles, Iris holds an MBA from the UCLA Anderson School of Management, as well as a bachelor’s degree in economics, a minor in public policy and a specialization in computing. Iris enjoys outdoor activities (especially surfing) and spending time with her children, who help keep her busy with their different sports activities. She is fluent in Mandarin.

Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.

Raymond James does not provide tax or accounting services.

Raymond James is not affiliated with any of the companies mentioned.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.

Raymond James is not affiliated with the above organizations and/or charitable causes.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.