Charles Luke CFA
Mr. Luke joined City National Rochdale in 2018 and has over 15 years of experience in the financial services industry. He is responsible for investment oversight, strategy, and performance of the taxable bond portfolios and funds. He manages the Taxable Fixed Income Investment Team and is also a co-portfolio manager on the Fixed Income Opportunities Fund (“RIMOX”) and the Strategic Credit Fund (“CNROX”). He is also a voting member of the Investment Strategy Committee.
Prior to joining City National Rochdale, Mr. Luke led the fixed income group at Avalon Advisors and managed over $2.6 billion across U.S. treasury, municipal, agency, corporate, and securitized markets. He executed strategic positioning and asset allocation for portfolios of high-net-worth individuals and institutions. Previously, Mr. Luke was responsible for client management and deal execution at SunTrust Robinson Humphrey. He started his career at BBVA Compass, Wealth Management Group.
Mr. Luke earned a BBA in Business Management with High Honors from the University of Georgia and holds the Chartered Financial Analyst® designation. Mr. Luke enjoys spending time with his three young children and is an avid yoga practitioner and skier.