The VBJ Woo Group at Morgan Stanley

Vincent Woo moved to Morgan Stanley March of 2025. Vinny has lead The Woo Investment Group with over 40 years of experience in helping his clients manage their investable assets and pursue their financial goals. He also served as the Branch Director overseeing RBC Wealth Management’s Palo Verdes, CA office. He was named to the firm’s Presidents Council, a prestigious award recognizing some of RBC’s top performers and most valuable advisors.

Prior to joining RBC Wealth Management in 2011, Vinny 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 ten years and as Sr. Vice President at Kidder Peabody & Co. for thirteen years.

Vinny received his Bachelor of Arts in Economics from Harvard University, graduating Cum Laude. He also earned his Master of Business Administration in Finance from the University of Southern California, graduating in the top 5% of his class. He was originally raised in Boston, MA, and now currently resides in Palos Verdes Estates, CA with his wife Karen. They have two sons, Brian and Jonathan, and are proud grandparents. Vinny enjoys golfing and traveling (usually together), as well as spending time with his family.

Brian Woo moved to Morgan Stanley March of 2025. Brian joined The Woo Investment Group in 2023. He served to bridge the generational gap for clients and ensure they have a wealth plan in place to prepare for whatever the future may hold. Brian brought with him over 7 years of risk management experience, working for one of the largest insurance brokerages in the world, Hub International. Prior to joining RBC, Brian has also worked at JP Morgan Chase and Bank of America Merrill, gaining valuable insight and experience in the investment industry. With this combined background, he’s able to identify his clients’ unique needs from a holistic point of view and then implement personalized strategies to best position them for financial success.

Brian was born and raised in Palos Verdes Estates and went on to earn his Bachelor of Arts in Economics at the University of California, Irvine. He and his wife Rebecca currently reside in the South Bay and are proud parents of their son Griffin. It’s also worth noting that their 10 lb. Maltipoo puppy, Bear, still loves filling the role as big brother. On their spare time they love to travel abroad to experience different cultures, play soccer/ golf and build true mental fortitude by continuing to support the Los Angeles Chargers season after season.

Jonathan Woo moved to Morgan Stanley March of 2025. Jonathan is the newest addition to the Woo Investment Group, bringing over 10 years of technical finance experience from a variety of client-serving roles.

Prior to joining Morgan Stanley, Jonathan Woo was an Equity Research Analyst in New York City for Citi and Credit Suisse (now UBS). As a research analyst, he provided investment advice to hedge funds and other institutional clients for stocks in the high growth biotechnology sector, earning Honorable Mention in Institutional Investor's SMID Cap Biotechnology Analyst Ranking in 2022 and 2023. He also has previous experience across a variety of wealth management roles at RBC and Merrill Lynch.

Jonathan earned his Bachelor of Arts (BA) in Business Economics from the University of California Irvine, where he conducted research as part of the Honors Program in Economics. His research on intersection efficiency won the Borowski Award for Transportation in 2014. He later earned his Masters in Business Administration (MBA) from the Johnson Graduate School of Management at Cornell University as a Lawrence A. Tisch Memorial Scholar. At Cornell, he specialized in Investment Research and Asset Management (IRAM), learning hands-on from prominent industry practitioners. During his MBA program, he also spent time in the UK studying abroad at the London School of Economics (LSE).

Jonathan moved back to Southern California with his wife, Sarah, and small Jindo mix, Leo. He is an avid fan of the Lakers and, following his time living in New York, the NY Giants. He enjoys golfing, staying active, and making craft cocktails (specializing in Old Fashioned riffs).

Roobina Yahya moved to Morgan Stanley March of 2025. Roobina served as the senior investment associate of the Woo Group in the Palos Verdes office of RBC Wealth Management. Her responsibilities on the team included providing investment management administrative support, servicing clients, entering and executing trades, running and interpreting analytical performance reports, compliance management and providing research support.

Roobina brings over 19 years of financial services experience to the Woo Group. She began her career in 1999 at Morgan Stanley, where she served as an associate financial advisor for five years, servicing accounts in the Wealth Advisory Group and handling compliance. She then joined the Woo Group in 2004 as a senior financial associate.

Roobina received her Bachelor of Arts degree from Darmstadt University in Darmstadt, Germany and immigrated to the United States in 1989 with her family. She has passed her Series 7 and 63 exams and is an active member of the Women’s Association of Financial Advisors.