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Iris Mak, Cfa Email & Phone Number

Senior Vice President, Investment Counselor and Portfolio Manager at Citi Private Bank at Citi Private Bank
Location: Canada, Canada, Canada 4 work roles 1 school
1 work email found @citigroup.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email i****@citigroup.com
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Current company
Citi Private Bank
Role
Senior Vice President, Investment Counselor and Portfolio Manager at Citi Private Bank
Location
Canada, Canada, Canada
Company size
201877 employees

Who is Iris Mak, Cfa? Overview

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Quick answer

Iris Mak, Cfa is listed as Senior Vice President, Investment Counselor and Portfolio Manager at Citi Private Bank at Citi Private Bank, a company with 201877 employees, based in Canada, Canada, Canada. AeroLeads shows a work email signal at citigroup.com and a matched LinkedIn profile for Iris Mak, Cfa.

Iris Mak, Cfa previously worked as Senior Vice President, Portfolio Manager at Citi Private Bank and Investment Consultant & Chief Compliance Officer at Morningstar Associates Inc.. Iris Mak, Cfa holds Bachelor Of Business Administration - Bba, Finance, Investments from Schulich School Of Business - York University.

Company email context

Email format at Citi Private Bank

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*@citigroup.com
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AeroLeads found 1 current-domain work email signal for Iris Mak, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Iris Mak, Cfa

Over 15 years of experience in the investment consulting and advisory industry, specialized in providing asset allocation, manager research & selection and portfolio construction services for financial institutions, pension funds and endowment funds.

Listed skills include Asset Allocation, Mutual Funds, Investments, Investment Strategies, and 13 others.

Current workplace

Iris Mak, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Citi Private Bank
Citi Private Bank
Senior Vice President, Investment Counselor and Portfolio Manager at Citi Private Bank
new york, new york, united states
Website
citigroup.com
Employees
201877
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4 roles

Iris Mak, Cfa work experience

A career timeline built from the work history available for this profile.

Senior Vice President, Portfolio Manager

Current
Citi Private Bank

Greater Toronto Area, Canada

Provide asset allocation, portfolio management and investment advice to ultra-high net worth individuals, families and foundations.

Apr 2016 - Present

Investment Consultant & Chief Compliance Officer

Morningstar Associates Inc.

Toronto, Canada Area

Provide investment solutions and consulting services to financial institutionsAsset allocation, investment manager research and selection and portfolio construction Fund-of-fund portfoliosAsset class model portfoliosInversment monitoringRetirement Solutions

May 2011 - Apr 2016

Investment Consultant

Eckler Ltd.

Toronto, Canada Area

Provided investment strategies and advice to pension plansInvestment managers research and selection Performance monitoring and portfolio analystics

Dec 2008 - Jan 2011

Investment Consultant

Towers Perrin

Toronto, Canada Area

Asset consulting for pension plansInvestment manager research Performance evluation and monitoring analysisPortfolio attribution and analyticsManager structure analysisRisk Budgeting

Jul 2000 - Nov 2008
Team & coworkers

Colleagues at Citi Private Bank

Other employees you can reach at citigroup.com. View company contacts for 201877 employees →

DM Dannyella Masnina Jasin Dannyella Masnina Jasin Colleague at Citi Private Bank West Java, Indonesia, Indonesia View → CA Candy Almonte Candy Almonte Colleague at Citi Private Bank Tampa, Florida, United States, United States View → SR Shashwat Rajkarnikar Shashwat Rajkarnikar Colleague at Citi Private Bank Cedar Rapids, Iowa, United States, United States View → RH Rhian Hartshorn Rhian Hartshorn Colleague at Citi Private Bank New York, New York, United States, United States View → FG Fabio Gregório Fabio Gregório Colleague at Citi Private Bank Greater São Paulo Area, Brazil View → TG Tanvi Gavankar Tanvi Gavankar Colleague at Citi Private Bank Mumbai, Maharashtra, India, India View → IP Isabel Polonia-Lugo Isabel Polonia-Lugo Colleague at Citi Private Bank New York City Metropolitan Area, United States View → DL David Luner David Luner Colleague at Citi Private Bank Calabasas, California, United States, United States View → PN Paul Nun Ceu Paul Nun Ceu Colleague at Citi Private Bank Bengaluru, Karnataka, India, India View → RM Rajasree Menon Rajasree Menon Colleague at Citi Private Bank Chennai, Tamil Nadu, India, India View →
1 education record

Iris Mak, Cfa education

FAQ

Frequently asked questions about Iris Mak, Cfa

Quick answers generated from the profile data available on this page.

What company does Iris Mak, Cfa work for?

Iris Mak, Cfa works for Citi Private Bank.

What is Iris Mak, Cfa's role at Citi Private Bank?

Iris Mak, Cfa is listed as Senior Vice President, Investment Counselor and Portfolio Manager at Citi Private Bank at Citi Private Bank.

What is Iris Mak, Cfa's email address?

AeroLeads has found 1 work email signal at @citigroup.com for Iris Mak, Cfa at Citi Private Bank.

Where is Iris Mak, Cfa based?

Iris Mak, Cfa is based in Canada, Canada, Canada while working with Citi Private Bank.

What companies has Iris Mak, Cfa worked for?

Iris Mak, Cfa has worked for Citi Private Bank, Morningstar Associates Inc., Eckler Ltd., and Towers Perrin.

Who are Iris Mak, Cfa's colleagues at Citi Private Bank?

Iris Mak, Cfa's colleagues at Citi Private Bank include Dannyella Masnina Jasin, Candy Almonte, Shashwat Rajkarnikar, Rhian Hartshorn, and Fabio Gregório.

How can I contact Iris Mak, Cfa?

You can use AeroLeads to view verified contact signals for Iris Mak, Cfa at Citi Private Bank, including work email, phone, and LinkedIn data when available.

What schools did Iris Mak, Cfa attend?

Iris Mak, Cfa holds Bachelor Of Business Administration - Bba, Finance, Investments from Schulich School Of Business - York University.

What skills is Iris Mak, Cfa known for?

Iris Mak, Cfa is listed with skills including Asset Allocation, Mutual Funds, Investments, Investment Strategies, Investment Advisory, Wealth Management, Equities, and Alternative Investments.

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