Check the background of registered investment professionals on FINRA's BROKERCHECK
- Portfolio Manager
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. In his off time, he enjoys cooking, going to the beach, supporting Liverpool FC, and spending time with his family. He is a volunteer with Big Brothers Los Angeles where he mentors his Little Brother.
Get to know us.
If you have clients with more than $1 million in investable assets and want to find out about the benefits of our intelligently personalized portfolio management, speak with an investment consultant near you today.
If you’re a high-net-worth client who's interested in adding an experienced investment manager to your financial team, learn more about working with us here