Song Su Yi

Song Su Yi

Portfolio Manager-Equities at RBC Capital Markets LLC (Investment Management)

Finance
Consumer Services

Profile

Mr. Song Su Yi is a Senior Vice President, Financial Advisor & Senior Portfolio Manager at RBC Capital Markets LLC.
He specializes in managing clients' assets through the transition into retirement or for those who are currently retired.
He previously worked with both Johnston Lemon & Company and Janney Montgomery Scott, LLC before joining RBC Wealth Management.
He graduated from the University of Maryland in 1986.
In 2007, he received the Accredited Wealth Management Advisor certification from The College for Financial Planning in conjunction with The Wharton School of Business.
In 2009, he completed the Graduate Wealth Management Program with Wharton.
In 2012, he obtained the Retirement Income Planning Certification and in 2014 I attained the Charter Advisor in Philanthropy Designation.

Song Su Yi active positions

CompaniesPositionStart
Portfolio Manager-Equities 2012-11-30
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Training of Song Su Yi

University of Maryland Undergraduate Degree

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100 +

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2

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Private companies1

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