Charles Luke, CFA

Mr. Luke joined RBC Rochdale (“Rochdale”) in 2018 and brings over 20 years of experience in the investment management industry. Charles serves as CIO of the firm and is primarily responsible for Rochdale’s investment guidance, investment product platform and wealth management solutions. Preceding his role as 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. In addition to his supervisory duties, he chairs the Investment Strategy Committee, which crafts the firm’s macro-economic outlook and global asset allocation recommendations.

Prior to joining RBC Rochdale, Mr. Luke was the Head of Fixed Income at Texas-based Avalon Advisors (now part of Corient) and managed over $2.6 billion across global Fixed Income and alternatives. 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 (now part of Truist). He started his financial market career at Compass Bank (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 and enjoys weight-lifting, alpine climbing, and coaching youth sports.