Raj Kheraj, CFA

Relationship Manager

Partner

Principal

Raj Kheraj, CFA is a Relationship Manager at Balentine. In this role, he is a trusted steward of client relationships, delivering personalized guidance to help families preserve and grow their wealth across generations. Prior to joining Balentine, Raj honed his skills in portfolio construction and management in roles at Deutsche Bank and Truist. He earned a BA in Finance from Florida State University and is a CFA® Charterholder.

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Education

Florida State University, Bachelors Degree, Finance and Marketing

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Experience

Deutsche Bank - KYC Analyst

Truist Securities - Capital Markets Associate

Truist Bank - Investment Analyst II

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Professional affiliations & awards

CFA

CFA Society Atlanta

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Community involvement

Junior Achievement, where he provided elementary school students with a basic understanding of personal finance

Tiger Academy (Jacksonville, FL), provided weekly mentorship to three elementary school students

World Affairs Council of Atlanta, member

Q&A

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.

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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!

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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.

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What is your favorite sport or activity? Why?

Like many Americans, I've recently gotten into pickleball. It is a fun and exciting sport and a great way to meet people.

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