Iris Wang, CFA

Iris WangDirector of Asset Allocation, Asset Management Services, Raymond James

Iris Wang, Director of Asset Allocation for Asset Management Services (AMS) at Raymond James Financial, is a senior member of the investment team responsible of setting the asset allocation policy and making investment decisions for AMS discretionary (Freedom) and the Raymond James Strategic Recommended models as well as the UMA platform. She contributes to the multi-sector allocation efforts for Freedom portfolios with a background focused on fixed income securities.  She joined the industry in 2010 and joined Raymond James in 2022 as Director of asset allocation.

Iris has a B.S. in Economics and International Business from China University of Political Science and Law (Beijing, China). She also has a master’s degree in finance, Case Western Reserve University. She earned her Chartered Financial Analyst charter in 2014 and is a member of the CFA Institute, and CFA society of Tampa Bay. Iris spent most of her career in investment research and portfolio management for institutional assets, spanning from private banking, RIAs, insurance accounts and debt private placements for alternative asset classes. She managed investment assets for Publix Inc, Publix Charities Inc. and advised on Publix 401K & profit-sharing plans prior to joining Raymond James.