Directory

>

Chuck Roberts

avatar

Chuck Roberts

Managing Director/Investments - Stifel | Stifel Financial Corp.

United States

View contact details (it's free)

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.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Chuck Roberts

Work Experience

company logo

Managing Director/Investments - Stifel at

Stifel Financial Corp.

March 2016 - Present

company logo

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

Logos provided by Logo.dev

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

mail

*************@stifel.com

Colleagues

Nick Kolodziej

Vice President

avatar
Nicodemo Esposito

Managing Director, Global Technology Group - Stifel

avatar
Nicolas Baechstaedt Cfa

Managing Director // Head of Recovery DACH

avatar
Nicolas Bourguignon

Managing Director - Distress Debt Analyst

avatar
Cfp Ryan Hilliard

Institutional Equity Sales Director

avatar
Ryan Anderson

First Vice President/Investments - Stifel

Sam Morse

Vice President

Sam Morse

First Vice President/Investments, Branch Manager, Portfolio Manager - Solutions Program - Stifel

avatar
Sam Rothwell

Managing Director / COO European Fixed Income

avatar
Cfp Sam Catlett Cpwa Cepa

Managing Director/Investments, Portfolio Manager – Solutions Program - Stifel

View Contact details (it's free)
Request Profile Removal