TEAM

Rajesh Chelapurath, as Founder, President and Managing Member, drives the firm’s investment strategies, portfolio and client management. Prior to setting up CEERA in 2005, Rajesh worked for several years at Burnham Financial Group (Houston) helping manage assets for high net worth individuals, profit sharing and pension plans, trusts, and endowments. Rajesh earned his MBA in Finance from the A.B. Freeman School of Business at Tulane University, New Orleans in 1998 and completed his Bachelor of Engineering degree in Electrical & Electronics and a Masters of Science degree in Physics from the Birla Institute of Technology & Science (BITS), Pilani, India. Outside of CEERA, for several years up to 2019, he was a member of the Board of Trustees of BITSAA International, a BITS Pilani alumni organization and continues helping the organization as the Chief Investment Officer of the BITSAA Investment Committee. He also volunteers his time managing the endowment assets of Hope Endowment , a Houston-based charity that helps children in India. Rajesh is currently a member of the Houston Society of Financial Analysts and the CFA Institute, and has been a Charter Member of TiE (The Indus Entrepreneurs), Houston Chapter. From 2017 to 2023, Rajesh also served as a Trustee of the Post Oak School, a premier Montessori K-12 school based in Houston, TX.

Team members and analysts in various functional roles support activities across the board in operations, research, investment and portfolio management. In addition, back office teams at Morningstar and our Custodians (Charles Schwab, Interactive Brokers) support our portfolio reporting and custodial functions, rounding up our broader support ecosystem.