Vivian is an experienced wealth management professional with a track record of helping individuals, families, and foundations achieve their financial goals. She brings a wealth of expertise to her role at RBC Wealth Management, having previously worked as an analyst and portfolio manager at U.S. Steel and Carnegie Pension Fund and as an equity analyst covering the global high technology sector at Natexis Bleichroeder, Nomura Securities and Chase Asset Management.
At RBC Wealth Management, Vivian is committed to leveraging her knowledge and experience to help clients build and preserve their wealth over the long term. Whether its developing a customized investment strategy or navigating complex financial situations, she is always focused on delivering the highest level of service and expertise.
Vivian is a dedicated volunteer in the not-for-profit sector. She serves on the investment sub-committee for the American Friends Service Committee and teaches financial literacy courses through High Water Women. She is a past chair of the Hebrew Free Loan Society, a 130-year-old organization that makes interest-free loans to low- and middle-income individuals.
Vivian holds an MBA from Columbia University and a B.A from Haverford College where she was in the pioneering class of women. In addition to her academic credentials she is knowledgeable about socially responsible investing. She recognizes the importance of considering environmental, social and governance factors when making investment decisions and is committed to working with clients who share these values. Outside of her professional pursuits Vivian is an active and adventurous individual. She is a committed morning exerciser, an avid skier and biker and a resident of New York City where she can often be found roaming Central Park with her family dog, Dimitri.