![Charles Justin Luke](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Charles Justin Luke
Direttore degli Investimenti presso
City National Rochdale LLC
Profilo
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.
Posizioni attive di Charles Justin Luke
| Società | Posizione | Inizio |
|---|---|---|
City National Rochdale LLC
 City National Rochdale LLC Investment ManagersFinance RBC Rochdale 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. | Direttore degli Investimenti | 01/04/2024 |
Precedenti posizioni note di Charles Justin Luke
| Società | Posizione | Fine |
|---|---|---|
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 | - |
Formazione di Charles Justin Luke
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
72
Relazioni di 1° grado
5
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 RBC Rochdale 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 |
