Sumaiyya Khan, CFA

Sumaiyya joined the RIA Partnership Group in 2023 where she supports RIAs and their clients with comprehensive portfolio strategy solutions, offering analytical expertise while utilizing Raymond James’ leading institutional capital markets access. She brings extensive investment management experience with a focus on fixed income. Prior to Raymond James, Sumaiyya served as the fixed income investment manager at Sabal Trust, serving high- and ultra-high-net-worth clients in a fiduciary capacity. In her role, she specialized in building and managing high-quality fixed income portfolios customized for each client’s unique goals and risk/return objectives. She also worked at the New Jersey Turnpike Authority, where she was heavily involved in Treasury and investment functions. Sumaiyya started her career as an analyst at Bloomberg in Princeton, New Jersey.

Sumaiyya holds the Chartered Financial Analyst (CFA) designation and is a member of CFA Institute and the CFA Society Tampa Bay. She earned a Master of Science in finance from the University of South Florida.

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