Chuck Roberts (Stifel) | Blogger

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Showing posts from October, 2017

The CR Wealth Management Group and the US Corporate Bond Market

Chuck Roberts is an experienced financial advisor and Managing Director/Investments of The CR Wealth Management Group of Stifel . From his office in New York City, Chuck helps clients invest in securities, such as corporate bonds. In August 2017, Amazon borrowed $16 billion from investors in the corporate bond market. For such a large sum, it was only the fourth largest corporate bond floated in the United States this year. Microsoft set the ball rolling with a $17 billion bond issue in January, followed by AT&T’s mid-year $22.5 billion bond issue, and finally British American Tobacco’s $17.25 billion issue in early August. Going by the recent trends, this will be the third year in a row U.S. corporate bonds issued surpassed the $1 trillion mark. In 2016, total corporate bonds issued hit $1.35 trillion, dwarfing the less than $200 billion equities issued that year. The U.S. corporate bond market has been on an upward track – rising by nearly 50% in the past five years alone –

About Me

At the New York City office of Stifel, veteran financial advisor Chuck Roberts serves as a Managing Director/Investments. In addition to holding a B.S. in Economics and a B.A. in Business Administration from Stony Brook University, Chuck has garnered a number of designations, including the Certified Investment Management Consultant (CIMC®) designation from the Investment Management Consultants Association and the George Washington University School of Business. Prior to joining Stifel in 2016, Chuck worked for more than 11 years at Morgan Stanley, where he was a Managing Director.

In his position with Stifel, Chuck Roberts leads as one of two senior partners in charge of The CR Wealth Management Group. He and his team deliver personalized, objective financial advice for corporations, endowments, extremely wealthy individuals and families, pension plans, and other diverse clients. As a Certified Investment Management Consultant® designee, he uses a practical process to help clients evaluate their financial circumstances and determine their short- and long-term goals. From there, he develops and implements customized investment strategies that encompass an array of products and services flexibly adapted to address clients’ evolving needs.

Away from his professional duties, Mr. Roberts values time spent with his family at their West Village home. He enjoys taking annual vacations to St. Barths, as well as summer sojourns in the Hamptons, where he appreciates the opportunity to go on long walks with his dog down the beach at dawn.