Chuck Roberts

Chuck Roberts

Director

Chuck A. Roberts  is a Managing Director/Investments at Stifel and is a member of Stifel’s Chairman’s Council. He has served the financial needs of ultra-high-net-worth investors for 30 years. Chuck began his career as a financial advisor with Lehman Brothers in 1990. Prior to joining Stifel in 2016, he served as a Managing Director for more than 11 years at Morgan Stanley and Smith Barney. Chuck’s team, The CR Wealth Management Group,  is a 12-member wealth management team within Stifel that caters to a diverse clientele of ultra-affluent individuals, families, business owners, pension plans, foundations, endowments, non-profit organizations, and corporations. Chuck’s team focuses on providing clients with an exceptional wealth management experience through comprehensive strategic planning, an unwavering commitment to objectivity, dedication to simplicity, and a high level of personal service.