Charles Justin Luke

Directeur en chef des Investissements chez

City National Rochdale LLC

Finance

Consumer Services

Profil

Mr. Charles J.
Luke, CFA, is a Chief Investment Officer at RBC Rochdale LLC.
He joined the firm in 2018 and brings over 20 years of experience in the investment management industry.
In 2024, he was named Chief Investment Officer of the firm where he will work to continue refining and expanding Rochdale’s investment platform and wealth management solutions.
Preceding his appointment as Chief Investment Officer, he led the Taxable Fixed Income Investment Team.
In addition to his supervisory duties, he serves as a voting member of the Investment Strategy Committee helping to craft the firm’s macro-economic outlook and contributing to global asset allocation recommendations and portfolio implementation.
Prior to joining RBC Rochdale, Mr. Luke was the Head of Fixed Income at Texas-based Avalon Advisors, now part of Corient’s U.S.
advisor platform across global Fixed Income and Master Limited Partnerships (“MLPs”).
He was also responsible for top-down strategic positioning, individualized asset allocation, credit analysis and new product development in addition to client development and relationship management.
Previously, he was a sell-side fixed income derivatives Analyst, participating in client management and deal execution at SunTrust Robinson Humphrey, which is now part of Truist’s Corporate and Investment Banking Solutions group.
He started his financial market career at Compass Bank prior to its merger with BBVA Compass, now part of PNC Investments.
He earned a BBA in Business Management with High Honors from the University of Georgia and is a Chartered Financial Analyst.
He also pursued postgraduate studies at the University of Houston and Rice University, focusing on advanced mathematics and statistics.

Postes actifs de Charles Justin Luke

Sociétés	Poste	Début
City National Rochdale LLC City National Rochdale LLC Investment ManagersFinance CNR employs a long-term approach to investing and utilizes a variety of methods and strategies to make investment decisions and recommendations. These methods generally entail an evaluation of investment opportunities using fundamental, technical, and quantitative and qualitative analyses to determine the intrinsic value of securities and other types of instruments.	Directeur en chef des Investissements	01/04/2024

Tous les postes actifs de Charles Justin Luke

Anciens postes connus de Charles Justin Luke

Sociétés	Poste	Fin
Avalon Advisors LLC Avalon Advisors LLC Investment ManagersFinance Avalon employs a fundamental, long-term approach in evaluating securities, seeks a return reflective of the underlying asset class for each account, and aims to maintain lower volatility. The firm will raise cash reserves during periods of unusual market risk, but generally seeks to maintain a fully invested posture over a typical market cycle. Securities selected are generally expected to be held to be held for long-term capital gains, with the goal of providing higher after-tax returns.	Head-Fixed Income Invts	01/09/2018
BBVA USA BBVA USA Regional BanksFinance Provides banking services	Corporate Officer/Principal	-
Truist Securities, Inc. Truist Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-

Voir l'expérience en détail de Charles Justin Luke

Formation de Charles Justin Luke

Expériences
Fonctions occupées

Actives

Inactives

Sociétés cotées

Entreprise privées

Voir l'expérience en détail de Charles Justin Luke

Relations

Relations au 1er degré

Entreprises liées au 1er degré

Homme

Femme

Administrateurs

Exécutifs

Voir le réseau personnel

Sociétés liées

Entreprise privées	5
Truist Securities, Inc. Truist Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
Avalon Advisors LLC Avalon Advisors LLC Investment ManagersFinance Avalon employs a fundamental, long-term approach in evaluating securities, seeks a return reflective of the underlying asset class for each account, and aims to maintain lower volatility. The firm will raise cash reserves during periods of unusual market risk, but generally seeks to maintain a fully invested posture over a typical market cycle. Securities selected are generally expected to be held to be held for long-term capital gains, with the goal of providing higher after-tax returns.	Finance
University of Georgia University of Georgia Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
BBVA USA BBVA USA Regional BanksFinance Provides banking services	Finance
City National Rochdale LLC City National Rochdale LLC Investment ManagersFinance CNR employs a long-term approach to investing and utilizes a variety of methods and strategies to make investment decisions and recommendations. These methods generally entail an evaluation of investment opportunities using fundamental, technical, and quantitative and qualitative analyses to determine the intrinsic value of securities and other types of instruments.	Finance