As a Managing Director at Morgan Stanley, Robert has over a decade of experience in helping high net worth individuals and family clientele shape and implement their overall asset allocation strategies and over 18 years in the financial services industry.
In his role as a Morgan Stanley Family Wealth Advisor-a designation awarded to Financial Advisors who have undergone rigorous training and who have demonstrated the ability to help high net worth families- Robert works with families to develop comprehensive financial plans that incorporate family values and dynamics, education, wealth transfer, asset protection strategies, and business succession planning. In addition, Robert is an Executive Financial Services Director, who has vast subject matter knowledge in delivering dedicated services to, among others, corporate executives and board members of public companies.
Robert has been named to Forbes “America’s Top Next-Generation Wealth Advisors” in the 2017, 2018, 2019, 2020, 2021 and 2022 editions, most recently #4 in New York City and #32 in the country. In addition to the Top Next Gen awards, he has also been named to Forbes “Best-In-State Wealth Advisors” in 2021, 2022 and 2023. The Chen Group has also been named to the 2023 Forbes’ Best-In-State Wealth Management Teams list.
Within the Team, Robert provides institutional-level perspective and service while working with clients on their overall investment picture. Robert holds the Senior Portfolio Management Director designation and focuses on equity allocation for client portfolios as well as hedging strategies for exposure across sector and style allocations. In addition, he evaluates and constructs the Alternative Investments allocations for clients. He focuses on risk management across all asset classes and maintains oversight over portfolios.
Robert began his career at Credit Suisse First Boston in the Investment Banking division as a financial analyst in the Financial Sponsors / Leveraged Finance Group in New York. Robert spent the next 4 years investing in credit and private lending for two credit-focused hedge funds and 2 years at a long/short equity hedge fund based in Los Angeles and New York. He started his wealth management career at Merrill Lynch before ultimately being recruited to Morgan Stanley in 2014.
Robert is a graduate of Brown University with a Bachelor of Arts degree in Business Economics. Robert is an active member of the Brown University Alumni Committee, currently serves on the Woodberry Forest School Advisory Council, the Madison Square Park Conservancy Art Council and the Associate Board of the Cancer Research Institute. He and his wife, daughter, and dog reside in Manhattan.