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    Chuck Roberts

    Managing Director/Investments - Stifel

    Chuck Roberts leads a 12-member wealth management team at Stifel, catering to a diverse client base of ultra-affluent individuals, families, business owners, pension plans, foundations, endowments, non-profit organizations, and corporations.

    As the head of The CR Wealth Management Group, Chuck focuses on delivering a comprehensive wealth management experience through strategic planning, objectivity, simplicity, and personalized service.

    With the title of Managing Director/Investments at Stifel, Chuck boasts 24 years of experience in addressing the financial needs of affluent investors and has earned numerous accolades and designations throughout his career.

    Chuck's interests include travel, tennis, and spending quality time with his family.

    He pursued his education at Stony Brook University, where he studied Economics for his Bachelor of Science degree and Business Management for his Bachelor of Arts degree.

    Prior to his current role at Stifel, Chuck held positions as a Financial Advisor and Managing Director at both Morgan Stanley Wealth Management and Smith Barney.

    Chuck Roberts
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    Location

    Greater New York City Area
    Location