Charles J. Luke, CFA

Charles J. Luke is a Managing Director and Head of Fixed Income Management and Portfolio Manager of Taxable and Tax Exempt Fixed Income Portfolios at Avalon Advisors. Prior to joining Avalon, Charles was part of SunTrust Robinson Humphrey’s financial risk management unit where he served as a Fixed Income Derivatives Analyst with a primary focus in interest rate swaps and other rate derivatives. Originally from Menlo Park, California, Charles moved to Houston in 2006 to pursue a role with BBVA Compass as a fixed income analyst within the wealth management group. Charles is a Chartered Financial Analyst and a member of the CFA Institute and CFA Society Houston.

 

Education

  • B.B.A., University of Georgia (2006), magna cum laude

Charles J. Luke, CFA

Managing Director

Head of Fixed Income Management

Portfolio Manager - Taxable/Tax Exempt Fixed Income

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