Vincent Woo currently serves as senior vice president of the Woo Group at RBC Wealth Management. Additionally, he is the branch director of the Private Client Group of RBC Wealth Management's Palos Verdes office, as well as the relationship manager of the RBC Capital Markets Institutional Middle Market Group. With over 30 years of experience working with high-net-worth individuals, foundations and businesses, Vincent has the background and instinct required to help client navigate through virtually every market environment, structure investment policies, and develop macro portfolio strategies. Together with his team and home office specialists, Vincent offers clients services such as portfolio development, retirement planning, education planning, estate planning services, tax minimization, debt restructuring, corporate cash management, banking, credit, insurance and long-term care needs. At RBC Wealth Management, Vincent has been consistently awarded annual membership to the firm’s President’s Council, which recognizes the top 400 Advisors.
Prior to joining RBC Wealth Management in 2011, Vincent served as managing director of corporate cash management at Oppenheimer & Co. for seven years, director of the Corporate Client Group at Citigroup/Salomon Smith Barney for 10 years, and as senior vice president at Kidder Peabody & Co. for 13 years. In addition to being recognized at both Oppenheimer & Co. and Citigroup as one of the top 50 Advisors, he was named the number one fixed income manager in Citigroup’s Institutional Fixed Income Group in 2003.
Vincent earned a Master of Business Administration in Finance from the University of Southern California, graduating in the top 5% of his class. He received his bachelor’s degree in economics from Harvard University, graduating cum laude in 1979. Raised in Boston, Massachusetts, he currently lives in Palos Verdes Estates, California. He enjoys golf, traveling and spending time with his wife, Karen, and their two sons.