Charles Hoke
Atlanta 3290 Northside Parkway NW, 7th Floor Atlanta, GA 30327
Phone number:
404-881-3400
Toll-free:
866-517-3400
Fax number:
404-816-7143
Charles R. Hoke
, CFA
Managing Director
Charles Hoke is a portfolio and senior relationship manager with more than 25 years of experience helping high net worth families and foundations/endowments achieve their wealth management/investment objectives. He currently serves on the firm’s Asset Allocation Committee.
Prior to joining the firm in 2006, Charles served as a vice president with Credit Suisse First Boston's Private Wealth Management Division. From 1998 to 2002, Charles was an investment advisor with Morgan Stanley Private Wealth Management in Atlanta. Prior to joining Morgan Stanley, Charles worked as an associate with Homrich & Berg, an Atlanta-based, fee-only financial planning and investment advisory firm. He began his career in wealth management in 1993 with the trust department of SunTrust Bank.
Charles holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the Atlanta Society of Financial Analysts. Charles is on The Terry College of Business (UGA) Alumni Board. He is a member of the board of directors for Gamma Inc., as well as the West Paces Neighborhood Association. In addition, he serves on the Board of Visitors at Emory University and is a member of the investment committee for the Atlanta History Center’s Endowment and Piedmont Hospital's Board Reserve Fund.
Charles earned a Bachelor of Business Administration with a concentration in finance, magna cum laude, from the University of Georgia and a Master of Business Administration with honors from Emory University's Goizueta Business School. He was also listed in Barron’s Top Advisor Rankings by State in 2021 and 2022.
Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.
2021, Barron's, "America's Top Advisor Rankings"
Charles Hoke placed 20 out of 30 Georgia advisors in this annual ranking published in March 2021 with data provided as of 09/30/20.
2022, Barron's, "America's Top Advisor Rankings"
Charles Hoke placed 19 out of 30 Georgia advisors in this annual ranking published in March 2022 with data provided as of 09/30/21.
Barron’s “Top Advisor Rankings” and “America’s Top Advisor Rankings” are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work as reported to Barron’s in a survey.
Rankings, ratings or awards may not be representative of any specific client's experience. Any reference to a ranking, rating or an award provides no guarantee for future performance results and is not constant over time.
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