Raj Kheraj, CFA

Associate Multi-Family Office

Partner

Principal

Raj Kheraj, CFA is an Associate on the Multi-Family Office team. In this role, he constructs and manages portfolios, generating custom solutions for clients with complex books of business. He also provides client support, ensuring an aligned approach to each client’s unique needs within the multi-family office team. Prior to joining Balentine in 2023, Raj worked at Truist as an Investment Analyst. He earned a BA in Finance from Florida State University and is a Chartered Financial Analyst.

No items found.

more info

Education

Florida State University, Bachelors Degree, Finance and Marketing

‍

Experience

2016-2017: Deutsche Bank - KYC Analyst

2017-2019: Truist Securities - Capital Markets Associate

2019-2023: Truist Bank - Investment Analyst II

‍

Professional affiliations & awards

CFA

CFA Society Atlanta

Community involvement

Volunteer at Junior Achievement, where they provided elementary school students a basic understanding of personal finance

Tiger Academy (Jacksonville, FL) mentor - mentored 3 elementary school students on a weekly basis

‍

Q&A

Question 1: How and why did you get into this business?

While in college, I researched the different career paths available to finance graduates. The path that appealed to me the most was wealth management as it allowed me to combine my passion for the markets with the ability to help others.

‍

Question 2: Why did you choose to come to work at Balentine?

The biggest reason I chose to work at Balentine is the people. The team is very knowledgeable and experienced and I'm looking forward to learning as much as I can from them!

‍

Question 3: What is the most exotic place you've ever been?

I love to travel so fortunately I have been to several exotic destinations. The most memorable place I have visited is Leh, which is part of the Indian state of Kashmir. Located within the Himalayas, Leh combined spectacular views

with some fascinating historical sites.

‍

Question 4: What is your favorite sport or activity? Why?

Like many Americans, last year I really got into pickleball. It is a fun and exciting sport and a great way to meet people.

"Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat."