Joseph Chu
Managing Director - Financial Advisor in Stamford, CT, US
A member of the Royal Bank of Canada (RBC) President's Council, Joseph Chu utilizes an open-minded, flexible approach to provide investment services. As a managing director and financial advisor at RBC, Joseph Chu is committed to researching and conducting tactical asset allocations strategies to offer personalized financial solutions for high-net-worth clients. He understands his client's financial goals, such as quantifying financial needs related to retirement or private college tuition.
Joseph Chu elected to join RBC in 2018 due to its ability to serve mass affluent customers and offer financial advisors more autonomy. He previously served as senior vice president of investments at Merrill Lynch. In this role, he helped clients identify potential investment opportunities and monitored the activity of his clients' accounts. To prepare for his career, he earned a bachelor's degree in finance from the University of Albany. He is also a Certified Investment Management Analyst and Certified Financial Planner.