Drawing on over 25 years of experience in the investment industry, Chuck Roberts serves as a Managing Director/Investments with Stifel in New York City. As one of two senior partners in the firm’s The CR Wealth Management Group, he is one of the leaders of an 11-member team that provides wealth management services for a broad range of clients, including business owners, ultra high net worth individuals, and institutional entities like corporations and foundations. Chuck Roberts works with Stifel clients to identify objectives and risk tolerance, then guides them through a methodical process to develop an individually tailored strategy designed to be responsive to their financial needs over time.

Prior to joining Stifel in 2016, Chuck worked for more than 11 years at Morgan Stanley, where he was a Managing Director. He holds the Certified Investment Management Consultant® professional designation from Investment Management Consultants Association.

Beyond his work in financial services, Mr. Roberts donates to a number of voluntary health organizations, such as the American Cancer Society and the Alzheimer’s Association. He enjoys an active lifestyle that includes playing tennis on courts in Manhattan and the Hamptons, as well as kite surfing in the waters near his residences in the Hamptons and Miami. An avid New York Knicks fan, he has been a season-ticket holder for over 15 years and makes it to nearly every game.