Chuck Roberts
Chuck Roberts | |
|---|---|
 | |
| Nationality | American |
| Citizenship | United States |
| Occupation |
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| Organization | Stifel (Managing director of investments) |
| Website | stifel |
Chuck Roberts is an American wealth manager and investment executive with over three decades of experience in the financial services sector.[1] He is a managing director of investments at Stifel and a member of The CR Wealth Management Group.[2] Roberts is committed to providing clients with comprehensive, flexible, and personalized wealth management strategies that promote financial success.
Education
Roberts graduated from Stony Brook University with a bachelor’s in business management and economics. He holds the Series 7 and Series 65, General Securities Representative, and Investment Advisor Representative licenses, respectively.
Career
Roberts began his career as a financial advisor at Lehman Brothers in 1990. In 2005, he became a managing director and financial advisor at Smith Barney, where he worked for four years.[3] Morgan Stanley acquired Smith Barney in 2009, and Roberts assumed the role of managing director, a position he held for more than six years.[4]
In 2016, Roberts became a managing director of investments at Stifel. He is also a member of The CR Wealth Management Group. At Stifel, Roberts leads a nine-member team in New York and Miami Beach. Under his leadership, The CR Wealth Management Group serves high-end clients, including businessmen, families, corporations, non-profit organizations, and foundations. He is an accomplished wealth manager offering retirement, financial, educational, and charitable planning services.[5]
Philanthropy
Roberts is also an active philanthropist in the New York community. He serves as a director-advisor at the Community Police Relations Foundation, fostering positive interactions and mutual respect between law enforcement authorities and the community.
Personal life
Roberts resides in Miami Beach, Florida. He is married and has three children. Roberts has two pet dogs, Sebastian and Nola. In his free time, he enjoys spending time with family, traveling, and playing tennis. Additionally, he is a season ticket holder for the Miami Heat.
References
- ↑ Roberts (Stifel), Chuck. "Chuck Roberts (Stifel) on about.me". about.me. Retrieved 2 August 2024.
- ↑ "Chuck A. Roberts : Stifel | The CR Wealth Management Group | Financial Advisors | New York, New York". www.thecrwealthmanagementgroup.com. Retrieved 2 August 2024.
- ↑ "About Chuck Roberts of Stifel". Chuck Roberts. 11 October 2023. Retrieved 2 August 2024.
- ↑ "About – Chuck Roberts". Medium. Retrieved 2 August 2024.
- ↑ "Chuck Roberts (Stifel) - Financial Advisor In The Offices Of Stifel". Chuck Roberts (Stifel) - Financial Advisor In The Offices Of Stifel. Retrieved 2 August 2024.