Center for Investment and Wealth Management
Lee Anne Maki now currently serves as the Associate Director of the Center for Investment and Wealth Management (CIWM) at UC Irvine's Paul Merage School of Business. She works to create and disseminate vital, applicable research and knowledge concerning the creation, management and inter-generational transfer of wealth to investment and wealth management professionals as well as the business community. Over the last couple of years, the Center has grown the advisory board to include over 50 of the most prominent wealth management firms in Southern California and has established itself as a thought leader and source of innovative analysis for new methodologies and strategies within the wealth management industries.
Most notable was her prior role as the Executive Assistant to Dean Andrew J. Policano with The Paul Merage School of Business. Before arriving at the Merage School, Lee Anne had over ten years experience in project management, real estate and reporting to C-level or higher serving as a liaison to a variety of constituencies, all with unique perspectives and challenges. Her extensive experience in seeking solutions and fostering collaboration serves the CIWM’s missions well.
Lee Anne is also an advocate of breast cancer research/prevention and environmental sustainability. She is an avid runner and enjoys living in Laguna Niguel. She received her Bachelors of Administration in Psychology and pre-medical sciences from Macalester College in St. Paul, Minnesota.