About Robert H. Hoffman
Rob Hoffman is a Vice President and Financial Advisor with The Compass Rose Group at Morgan Stanley (“CRG”). A 42-year Wall Street veteran, including 22 in debt capital markets and 20 in wealth management, Rob is the fixed income specialist supporting CRG’s Discretionary Portfolio Management and Alternative Investments & Accessing the Private Markets practices. He earned the Certified Exit Planning Advisor (CEPA) designation in 2024, giving him specialized skills to help business owners plan their exits. Rob helps entrepreneurs boost company value, prepare for succession, and transition their business smoothly to meet their financial goals.
Rob began his career in Public Finance for Chase Manhattan originating debt offerings for municipal issuers. He joined Morgan Stanley’s Tax-Exempt Securities Division in 1991, moving to the Securitized Products Group within the Investment Bank in 1996, where he originated securitized debt for specialty finance and utility clients. Rob led the deal team for International Finance Review’s North American Securitization of the Year in each of 2000 and 2001.
Rob opened his Wealth Management practice in Santa Fe, New Mexico in 2005, joining a global, Zurich-based wealth manager from which he earned the Wealth Advisor designation in 2008. Recruited as CRG’s Fixed Income specialist, he joined Morgan Stanley in early 2022.
Rob earned his BA with Departmental and Collegiate Honors in 1978 from The College of Wooster (OH), his MBA in Finance, Beta Gamma Sigma, from NYU’s Stern School in 1982, and his M Div from Ascension Theological College in 2020. Upon ordination Rob became Associate Priest for The Church of Antioch at Santa Fe.
Born in Greenwich, Connecticut, and raised in California, Connecticut, Pennsylvania and Maryland, Rob lived and worked in Manhattan from 1979-2004, and since has lived in Santa Fe with his wife, Pam Neely, his partner of 22 years. A father of five adult children, Rob enjoys golf, distance running, skiing, and backpacking in the mountains of Northern New Mexico.
Securities Agent: AL, SC, OH, NV, MT, MA, NY, HI, VA, OK, MI, IN, CO, WI, VT, NM, KY, ID, AR, SD, TX, NE, UT, MO, MD, TN, PA, NC, MN, IA, DC, CA, OR, NJ, FL, AZ, WA, WY, MS, KS, IL, GA, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 2086773