Charles Justin Luke

Chief Investment Officer at

City National Rochdale LLC

Finance

Consumer Services

Profile

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.

Charles Justin Luke active positions

Companies	Position	Start
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.	Chief Investment Officer	2024-03-31

All active positions of Charles Justin Luke

Former positions of Charles Justin Luke

Companies	Position	End
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	2018-08-31
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	-

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Linked companies

Private companies	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