Wealth manager and investment executive Chuck Roberts has built an accomplished career that has extended over more than three decades. He began his career at Lehman Brothers in 1990 and spent more than a decade as a managing director at Smith Barney/Morgan Stanley before joining Stifel in 2016. His extensive background in wealth management and investments has made him a highly sought-after professional in the industry.
Today, Chuck Roberts brings his experience to Stifel as a managing director of investments. Through the CR Wealth Management Group, a nine-member team based in New York City and Miami, he and his team serve ultra-high-net-worth clients. The group provides tailored financial strategies designed to meet the complex needs of its clientele, ensuring long-term financial stability and growth.
Mr. Roberts credits his success as a wealth manager to his core values of integrity, dedication, and community, each of which provides direction to both his life and career. These values have shaped not only his approach to financial management but also his relationships with clients, allowing him to build trust and deliver personalized, results-oriented solutions.
Integrity and Dedication
Mr. Roberts’ core values of integrity and dedication have informed his career in profound ways. These values are essential for good decision-making and building trust-based relationships, both of which are critical to success in the wealth management industry. Integrity translates to always being honest, ethical, and transparent in every interaction, ensuring that clients feel secure in their financial decisions. Dedication, on the other hand, means consistently staying informed about evolving market conditions, regulatory frameworks, and financial innovations. It reflects his commitment to lifelong learning, driving him to continuously expand his expertise to better serve his clients. This dedication is evident in his client-first mentality, where their needs and goals always take precedence, allowing him to provide thoughtful, customized financial solutions that foster lasting relationships.
Community
Chuck Roberts makes it a priority to give back to his community by actively supporting the nonprofit Community-Police Relations (CPR) Foundation, both financially and through hands-on involvement in its initiatives. He regularly participates in events, outreach programs, and strategic planning efforts to ensure the foundation’s mission of strengthening relationships between law enforcement and local communities is successfully achieved.
Founded in New York City and South Florida, the CPR Foundation partners with law enforcement to build bridges to local communities through outreach activities that include scholarship programs, food drives, and health and wellness initiatives. These activities aim to build trust and ultimately result in safer neighborhoods. The success of the CPR Foundation has allowed it to expand and apply its model to additional cities, namely Chicago, Los Angeles, and Camden, Jersey, further increasing its impact.
For Chuck Roberts, the mission of the CPR Foundation is deeply personal. Growing up in New York and now living in Miami, he has witnessed firsthand how public safety can be affected—positively or negatively—by the relationship or lack thereof between communities and law enforcement. His personal experiences and passion for fostering these relationships have spurred him to get involved with the nonprofit as a director-advisor, where he plays an active role in shaping its initiatives and vision.
Published by: Nelly Chavez
