Rob Chen Email & Phone Number
Managing Director, Private Wealth Advisor @ Morgan Stanley
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Rob Chen Location
- New York, NY, US
Rob Chen Work
- 2014 -now Managing Director, Private Wealth Advisor @
- 2012 -2014 Financial Advisor @
- 2010 -2012 Investment Analyst @
- 2007 -2009 Associate @ Del Mar Asset Management
- 2006 -2007 Associate @ R6 Capital Management, L.P.
- 2005 -2006 Financial Analyst @
Rob Chen Education
- Brown University 2001-2005
- Woodberry Forest School 1997-2001
Rob Chen Skills
- Alternative Investments
- Leveraged Finance
- Series 63
- Fixed Income
- Corporate Finance
- LBO
- Valuation
- Sales
- Portfolio Management
- Financial Modeling
- Derivatives
- Investments
- Value Investing
- Business Analysis
- Finance
- Asset Allocation
- Strategy
- Asset Managment
- Equities
- Wealth Management
- Mutual Funds
- Special Situations
- Equity Research
- Strategic Financial Planning
- Investment Strategies
- Microsoft Excel
- High Yield
- Financial Analysis
- Private Equity
- Financial Reporting
- Investment Banking
- Credit Analysis
- Strategic Financial
- Due Diligence
- ETFs
- Equity Derivatives
- Venture Capital
- Mergers and Acquisitions
- Options
- Series 7
- Securities
- Hedge Funds
- Investment Management
- Emerging Markets
- Capital Markets
- Corporate Development
- Asset Management
- Private Placements
- Investor Relations
- M&A experience
- IPO
- Business Valuation
- Structured Finance
- Financial Structuring
- Restructuring
- Financial Markets
- Bloomberg
Rob Chen Summary
- Rob Chen, based in New York, NY, US, is currently a Managing Director, Private Wealth Advisor at Morgan Stanley. Rob Chen brings experience from previous roles at Merrill Lynch, Active Owners Fund, Del Mar Asset Management and R6 Capital Management, L.P.. Rob Chen holds a 2001 - 2005 Brown University. With a robust skill set that includes Alternative Investments, Leveraged Finance, Series 63, Fixed Income, Corporate Finance and more. Rob Chen has 1 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Rob Chen?
Find contact details for 700 million professionals.
Others Named Rob Chen
Rob Chen
Operating Partner
Atlanta, GA, US
Rob Chen
Managing Director
San Francisco, CA, US
Rob Chen
Director of Web Development
Fairfield, CT, US
Rob Chen
CEO LMC Engineering and Consultant
Los Angeles, CA, US
Rob Chen
Customer Service Representative
Vandalia, OH, US
Top Morgan Stanley Employees
Akinyemi Akiwowo
Chief Operating Officer, Global Litigation
New York, NY, US
Lori O'Reilly
Chief Operating Officer, Eaton Vance Equity
New York, NY, US
Judy Choi
Chief Operating Officer - Private Credit and Equity
New York, NY, US
Amanda Kan
Chief Operating Officer, U.S. Banks
New York, NY, US
John Ryan
President of US Banks
New York, NY, US
Deborah Benzel
COO, Global Marketing Strategy
New York, NY, US
Anna Gitelman
COO for Internal Audit Division
New York, NY, US
Simon Cohen
Chief Operating Officer - Equity and Multi-Asset Trading
New York, NY, US
Andy Plaisted
COO, Private Wealth Management
New York, NY, US
Elizabeth Jost
Chief Operating Officer - Firm Risk Management
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co