Vincent Damiani, CFP®, CFA

< Meet Our Team

Financial Planner

Vincent Damiani, CFP®, CFA

Vincent Damiani is a Financial Planner at Socha Capital, where he advises individuals and families on the design and implementation of highly customized wealth management strategies. His work centers on tax-efficient portfolio construction, strategic asset allocation, and advanced planning techniques, with a focus on preserving, compounding, and transferring capital across generations.

He began his career at an independent multi-family office serving ultra-high-net-worth families, concentrating on complex estate planning and alternative investments. He later played an integral role in the firm’s merger and integration with one of the largest registered investment advisors globally.

Vincent earned his Bachelor of Science in Business Administration, with concentrations in Finance and Personal Financial Planning, graduating Summa Cum Laude. He is a Certified Financial Planner® professional and is currently pursuing the CFA® designation. He is committed to rigorous, research-driven advice, continuous intellectual development, and delivering an exceptional standard of client service.

When Vincent isn't in the office, he's most likely to be found with his head in a book or research paper, enjoying a movie, or traveling the globe with his partner Trang.