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Associate Relationship Manager
Tommy Vu is an associate relationship manager for CIBC Private Wealth’s Newport Beach office, with 10 years of industry experience. In this role, he works closely with senior relationship managers to provide comprehensive client service, as well as thorough reporting on client accounts. Prior to joining the firm, Tommy worked at Allianz Asset Management as an accounts receivable analyst forecasting revenue for PIMCO’s Domestic and International Separately Managed Accounts. Tommy earned a Bachelor of Arts in business administration with a concentration in accounting from California State University, Fullerton and holds the Chartered Financial Analyst® designation. He is a member of the CFA Society of Orange County and CFA Institute.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
