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Chuck Roberts (Stifel)

Chuck Roberts (Stifel)

Partner In The Offices Of Stifel

Chuck Roberts Stifel
New York United States (New York)
Employed Available
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.

CIMC

George Washington University

BA in Business Management

Stony Brook University

1989

BS

Stony Brook University

September 1986 to December 1989
Economics