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Charles Luke

CFA
Deputy Chief Investment Officer

Mr. Luke joined City National Rochdale (“CNR”) in 2018 and brings over 20 years of experience in the investment management industry. In 2024, Charles was named Deputy CIO of the firm where he will work closely with the CIO to continue refining and expanding CNR’s investment platform and wealth management solutions. Preceding his appointment as Deputy CIO, Mr. Luke led the Taxable Fixed Income Investment Team with responsibilities covering investment oversight, positioning, and performance of over $29B in broad market Fixed Income strategies. He will continue to lead global Fixed Income investment positioning by serving as a co-portfolio manager on the Fixed Income Opportunities Fund (“RIMOX”) and the Strategic Credit Fund (“CNROX”). 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 City National Rochdale, Mr. Luke was the Head of Fixed Income at Texas-based Avalon Advisors, now part of Corient’s U.S. advisor platform, and managed over $2.6 billion 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, Mr. Luke 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.

Mr. Luke 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 was an inside linebacker on the 2002-2003 University of Maryland Terrapins football team.

Mr. Luke is based in Houston, TX and is the proud father of three young children (plus a ‘protective’ Jack Russell terrier). He enjoys weight-lifting, alpine climbing, and coaching youth sports. 


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