Charles Luke, CFA

Managing Director, Senior Portfolio Manager

Mr. Luke joined City National Rochdale in 2018 and has more than 10 years of experience in the financial services industry. He is responsible for investment oversight, strategy, and performance of the taxable bond portfolios. Additionally, he manages the Core Taxable Investment Team and is a member of the Investment Strategy Committee as well as the management team for the Fixed Income Opportunities Fund.

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. He frequently presented to clients on bond market updates and fixed income investment opportunities. 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 two young children and is an avid yoga practitioner and skier.

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