Raja RazaAssociate Director Investment Management New York
Mr. Raza joined KLS in January of 2020 after working at Ernst & Young as a Senior Analyst in their Private Client Services practice for over four years. He was responsible for providing advice to high net worth clients including corporate executives, financial advisors, small business owners, employees/retirees of Fortune 500 companies, as well as partners of the firms. He began his career by working as an Accountant on NYC and NYS contracts for a nonprofit. He specializes in Financial markets, Asset Allocation, Wealth planning, Tax and Retirement spending strategies.
Mr. Raza received his BSc in Accounting from Oxford Brookes University (UK) and his Masters in Financial Management from University of Hertfordshire (UK) in 2014. He is a qualified chartered accountant (ACCA), an Enrolled Agent and a CERTIFIED FINANCIAL PLANNER™ professional.