With an illustrious career exceeding three decades, Chuck Roberts is a linchpin in Stifel’s investment domain, currently holding the position of Managing Director of Investments. Since 2016, he has been at the helm of The CR Wealth Management Group, a dynamic team of nine based in New York and Miami Beach.
His clientele is a tapestry of ultra-affluent individuals, businesses, and institutional clients. Chuck’s team is synonymous with superior wealth management, blending expertise with personalized client experiences.
Mr. Roberts and his group emphasize clarity, straightforwardness, and top-tier client service. Their offerings span across various facets of financial services, including financial, retirement, educational, and charitable planning, as well as helping clients manage employee stock option plans.
Before his Stifel chapter, Chuck had significant stints at Morgan Stanley and Smith Barney, post his initiation into the finance sector at Lehman Brothers in 1990.
Chuck Roberts graduated from Stony Brook University with a focus on business management and economics. He enjoys a family-centric life in Miami Beach, sharing his home with his wife, three children, and beloved dogs, Sebastian and Nola. A Miami Heat enthusiast, he relishes in traveling to locales like Mykonos and St. Barts.
*For 2022 qualification, Stifel’s Chairman’s Council consisted of 359 of the firm’s top-producing financial advisors from among its approximately 2,300 financial advisors across the nation.
