Rob Chen

Rob Chen Email and Phone Number

Managing Director, Private Wealth Advisor at Morgan Stanley Private Wealth Management @ Morgan Stanley
New York City
Rob Chen's Location
New York City Metropolitan Area, United States, United States
Rob Chen's Contact Details
About Rob Chen

The Chen Group at Morgan Stanley is a comprehensive wealth management practice headquartered in New York City. We have assembled an experienced team of professionals with extensive knowledge across a wide range of asset classes and disciplines.We believe that working with our team not only provides you with access to a broad array of experience and solutions, but also helps to ensure that you will benefit from a high level of service and intellectual thoroughness.Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State 2017, 2018, 2020, 2021, and 2022Forbes Best-In-State Wealth Advisors for 2021, 2022, 2023, and 20242017-2022 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)Source: Forbes.com (Awarded 2017-2022). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.2021-2024 Forbes Best-In- State Wealth AdvisorsSource: Forbes.com (Awarded 2021-2024). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure.html

Rob Chen's Current Company Details
Morgan Stanley

Morgan Stanley

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Managing Director, Private Wealth Advisor at Morgan Stanley Private Wealth Management
New York City
Website:
morganstanley.com
Employees:
501
Company phone:
(212)761-4000
Rob Chen Work Experience Details
  • Morgan Stanley
    Managing Director, Private Wealth Advisor
    Morgan Stanley Oct 2014 - Present
    New York, Ny, Us
    Senior Portfolio Management Director, Family Wealth Advisor, Executive Financial Services Director, Alternative Investments Director, Lending Specialist, and Workplace Advisor-Equity CompensationDisclaimers: ©2023 Morgan Stanley Private Wealth Management, a division of Morgan Stanley Smith Barney LLC (‘MSSB’) Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via Facebook or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlNMLS#: 1056434CA Insurance License #: 0M50860
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  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Sep 2012 - Oct 2014
    New York, Ny, Us
    View
  • Active Owners Fund
    Investment Analyst
    Active Owners Fund Apr 2010 - Apr 2012
    Senior Analyst for Long / Short Equity Hedge fund based in Los Angeles and New York
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  • Del Mar Asset Management
    Associate
    Del Mar Asset Management May 2007 - Jan 2009
    Associate- Distressed Situations- Bank Debt, HY, Equity Investments- Private Lending
  • R6 Capital Management, L.P.
    Associate
    R6 Capital Management, L.P. Sep 2006 - May 2007
    Associate-Special Situations-Distressed Situations-Bank Debt, HY and Equity Investing
  • Credit Suisse
    Financial Analyst
    Credit Suisse Jul 2005 - Aug 2006
    Zurich, Ch
    Financial Sponsors Group / Leveraged Finance•Worked on a wide range of proposed transactions including potential LBOs, recapitalizations, debt financings, equity offerings, mergers and acquisitions and fully financed auctions across various industries•Built detailed financial and operating models to evaluate LBOs, IPOs, recapitalizations, and mergers and acquisitions
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Rob Chen Skills

Acquisition Integration Competitive Analysis Financial Modeling Mergers Forecasting Management Consulting Analysis Business Transformation Corporate Development Equities Bloomberg Accounting Fixed Income Valuation Business Planning Investment Banking Credit Risk Project Management Financial Reporting Financial Services Business Intelligence Private Equity Financial Risk Ipo Corporate Finance Financial Advisory Business Strategy Risk Management Strategic Financial Planning Business Process Improvement Mergers And Acquisitions Due Diligence Financial Analysis Capital Markets Program Management Strategy Finance Economics Portfolio Management Project Finance Project Planning Business Analysis Investments Process Improvement Change Management Strategic Planning Venture Capital Strategic Consulting Restructuring Derivatives Corporate Tax Tax Auditing Financial Accounting Tax Accounting

Rob Chen Education Details

  • Brown University
    Brown University
    Business Economics
  • Woodberry Forest School
    Woodberry Forest School

Frequently Asked Questions about Rob Chen

What company does Rob Chen work for?

Rob Chen works for Morgan Stanley

What is Rob Chen's role at the current company?

Rob Chen's current role is Managing Director, Private Wealth Advisor at Morgan Stanley Private Wealth Management.

What is Rob Chen's email address?

Rob Chen's email address is ro****@****ank.com

What is Rob Chen's direct phone number?

Rob Chen's direct phone number is +191774*****

What schools did Rob Chen attend?

Rob Chen attended Brown University, Woodberry Forest School.

What skills is Rob Chen known for?

Rob Chen has skills like Acquisition Integration, Competitive Analysis, Financial Modeling, Mergers, Forecasting, Management Consulting, Analysis, Business Transformation, Corporate Development, Equities, Bloomberg, Accounting.

Who are Rob Chen's colleagues?

Rob Chen's colleagues are Pankaja Wickramaratne, Dóra Hoffer, Emily Alexander, Brian Baker, Cfa, Kapil Sharma, Abhinav (Aiden) Gokhale (Griffin), Ariana Kwekel.

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