Iris Lee

Director, Private Wealth Consultant
Wealth Planning, Global Wealth Solutions

Iris applies more than 18 years of experience in the financial services industry to developing and implementing custom wealth management and investment strategies for our financial advisors and their clients with $25 million plus in investable assets.

Iris holds Series 7 and 66 securities licenses. She began her career as a financial analyst with Goldman Sachs, then joined Deutsche Bank Securities in 2004 and assisted with the transition to Alex. Brown in 2016.

Iris is a graduate of the University of California Los Angeles, where she earned an MBA from the UCLA Anderson School of Management, as well as a bachelor’s degree in economics with a minor in public policy and a specialization in computing.