Stephen Seo

Stephen Seo
CFA, CPA

Stephen Seo is an investment advisor who provides investment management solutions and asset allocation advice to high net worth families and institutions. He is responsible for helping clients preserve, grow, and transfer wealth in a tax-efficient manner and heads the RVW Research Team.

Prior to joining RVW, he was an analyst with JP Morgan Private Bank where he worked with individuals and endowments in the areas of investments, credit, banking and wealth planning. Previous to JP Morgan, Stephen worked with clients from various sectors including technology, real estate, and consumer discretionary at Deloitte.

Stephen is a CFA Charterholder and a CPA. He graduated cum laude with a Bachelor’s degree in Economics, honors with highest distinction, and a minor in accounting from University of California, San Diego. He enjoys traveling and trying new restaurants.