As a senior vice president at Morgan Stanley, Robert Chen has over six years of experience in helping high net worth individuals and family clientele shape and implement their overall asset allocation strategies. In addition, Mr. Chen is an executive financial services director, who has vast subject matter knowledge in delivering specialized services to, among others, corporate executives and board members of public companies. Mr. Chen was named to Forbes “America’s Top Next-Generation Wealth Advisors” in 2017 and 2018.
Mr. Chen 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. He spent the next four years investing in credit and private lending for two credit-focused hedge funds and two 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.
Mr. Chen is a graduate of Brown University with a Bachelor of Arts degree in Business Economics. He is an active member of the Brown University Alumni Committee and currently serves on the Woodberry Forest School Advisory Council. He and his wife Gaby reside in Manhattan.
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