Charles Justin Luke

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.