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Professional Status


About Me

A Managing Director/Investments with The CR Wealth Management Group of Stifel, Chuck Roberts holds both a Bachelor of Science in Economics and a Bachelor of Arts in Business Management from Stony Brook University in New York. Over the course of his career, Chuck Roberts worked with Lehman Brothers and Morgan Stanley. Since assuming his current role with Stifel in 2016, he has represented a range of high-net-worth individuals and families, as well as corporations, nonprofits, pension plans, foundations, and endowments.

Outside of the professional arena, Mr. Roberts enjoys playing tennis and kitesurfing. He supports a number of initiatives and contributes to several national and international nonprofits, including the American Cancer Society and the Leukemia & Lymphoma Society.

Chuck Roberts (Stifel)

  • Chuck Roberts Stifel


Managing Director/Investments

Stifel Nicolaus
Since March 2016

Managing Director, Financial Advisor

Morgan Stanley
March 2005 to March 2016



George Washington University

BA in Business Management

Stony Brook University


Stony Brook University
September 1986 to December 1989