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Chuck Roberts
Chuck Roberts
Managing Director/Investments - Stifel | Stifel Financial Corp.
United States
Chuck Roberts
Summary
Chuck Roberts is a seasoned Managing Director at Stifel, leading a wealth management team dedicated to serving a diverse clientele of ultra-affluent individuals and organizations. With over 30 years of experience in the financial sector, Chuck has developed a reputation for delivering exceptional client service through strategic planning and objective advice. His leadership at The CR Wealth Management Group emphasizes simplicity and personal attention, ensuring clients receive tailored solutions for their financial needs. An alumnus of Stony Brook University, Chuck combines his educational background in Business Management and Economics with extensive industry experience. Outside of work, he is passionate about traveling, tennis, and family time, reflecting a well-rounded personal life that complements his professional endeavors.
Chuck Roberts
Work Experience
Managing Director/Investments - Stifel at
Stifel Financial Corp.
March 2016 - Present
Financial Advisor and Managing Director at
Morgan Stanley
June 2009 - March 2016
Financial Advisor and Managing Director at
SMITH BARNEY LIMITED
March 2005 - June 2009
Chuck Roberts
Education
Stony Brook University, Bachelor Of Science
Frequently Asked Questions about Chuck Roberts
What is Chuck Roberts email address?
Chuck Roberts's primary email address is *************@stifel.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Chuck Roberts work for?
Chuck Roberts is a Managing Director/Investments - Stifel at Stifel Financial Corp., a company specializing in Monetary Authorities-Central Bank.
Where Chuck Roberts graduated from?
Chuck Roberts holds a degree in Business Management And Economics from Stony Brook University.
How can I directly contact Chuck Roberts?
To contact Chuck Roberts directly, you can use the email address *************@stifel.com. Complete contact information is available upon registration with Muraena.
Who is Chuck Roberts?
Chuck Roberts is a seasoned Managing Director at Stifel, leading a wealth management team dedicated to serving a diverse clientele of ultra-affluent individuals and organizations. With over 30 years of experience in the financial sector, Chuck has developed a reputation for delivering exceptional client service through strategic planning and objective advice. His leadership at The CR Wealth Management Group emphasizes simplicity and personal attention, ensuring clients receive tailored solutions for their financial needs. An alumnus of Stony Brook University, Chuck combines his educational background in Business Management and Economics with extensive industry experience. Outside of work, he is passionate about traveling, tennis, and family time, reflecting a well-rounded personal life that complements his professional endeavors.
Chuck`s contact details
*************@stifel.com
Colleagues
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