Vince Vu

Portfolio Manager @Rbc Rochdale

Beverly Hills, CA, US
EMAILS
v•••••••@cnr.com
MOBILE NUMBERS
+17•••••••56

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WORK HISTORY

Dec 2015 — Present

Portfolio Manager @Rbc Rochdale

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Beverly Hills, US

EDUCATION

2000 — 2004

UC San Diego

BA, Economics, History

SKILLS

Capital MarketsAsset AllocationFixed IncomeFinancial AnalysisInvestment ManagementInvestment StrategiesFinancial RiskWealth ManagementAsset ManagmentEquitiesEconomicsRisk ManagementInvestmentsAsset ManagementFinancial ModelingPortfolio Management

ABOUT VINCE VU

Mr. Vu joined City National Rochdale in 2015. He works closely with each client’s advisor to determine the appropriate portfolio based on the client’s investment objective, time horizon, income needs, and tolerance for market volatility. In his role, he is responsible for the implementation of proprietary strategies and monitoring client portfolios. Mr. Vu began his career at Wells Fargo, where he served in several different roles throughout the organization. Most recently, Mr. Vu worked in The Private Bank at Wells Fargo where he managed diversified portfolios for high-net-worth clients. Mr. Vu earned his BA in Economics from the University of California, San Diego.

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