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Charles Justin Luke
Portfolio Manager-Fixed Income chez City National Rochdale LLC
Postes actifs de Charles Justin Luke
Sociétés | Poste | Début | Fin |
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City National Rochdale LLC
![]() City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions. | Portfolio Manager-Fixed Income | 01/10/2018 | - |
Historique de carrière de Charles Justin Luke
Anciens postes connus de Charles Justin Luke
Sociétés | Poste | Début | Fin |
---|---|---|---|
Avalon Advisors LLC
![]() Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Head-Fixed Income Invts | - | 01/09/2018 |
Portfolio Manager-Fixed Income | - | 01/09/2018 | |
BBVA USA
![]() BBVA USA Regional BanksFinance BBVA USA engages in the provision of banking products and services to individuals and businesses. It offers checking , savings, credit cards, lending, mortgages, investment, specialty programs, and digital servies. The firm also delivers commercial banking services, such as financing and raising capital, treasury management, investments and risk management, international, insurance and retirement products and services. The company was founded on March 2, 1964 and is headquartered in Birmingham, AL. | Corporate Officer/Principal | - | - |
Truist Securities, Inc.
![]() Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Corporate Officer/Principal | 01/01/2007 | - |
Formation de Charles Justin Luke
University of Georgia | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 6 |
Opérationnelle
Portfolio Manager-Fixed Income | 2 |
Corporate Officer/Principal | 2 |
Head-Fixed Income Invts | 1 |
Sectorielle
Finance | 5 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 4 |
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Avalon Advisors LLC
![]() Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Finance |
Truist Securities, Inc.
![]() Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Finance |
BBVA USA
![]() BBVA USA Regional BanksFinance BBVA USA engages in the provision of banking products and services to individuals and businesses. It offers checking , savings, credit cards, lending, mortgages, investment, specialty programs, and digital servies. The firm also delivers commercial banking services, such as financing and raising capital, treasury management, investments and risk management, international, insurance and retirement products and services. The company was founded on March 2, 1964 and is headquartered in Birmingham, AL. | Finance |
City National Rochdale LLC
![]() City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions. | Finance |
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