Raj Sharma

Raj Sharma

Raj Sharma

Biography

Raj Sharma

Raj is Managing Director – Wealth Management and Head of The Sharma Group, a high end boutique within Merrill Lynch’s Private Banking and Investment Group and has over three decades of experience in customized investment and wealth management for entrepreneurs, corporate executives, families and institutions. Raj runs a national wealth management practice based in Boston.

For fifteen consecutive years, Raj has been recognized by Barron’s Magazine as one of America’s Top 100 Financial Advisors. In addition, Barron’s recognized Raj in their “All Stars” list – one of fifteen advisors who have appeared in Barron’s ranking of America’s Top 100 Advisors for fifteen consecutive years. He was also recognized by the Financial Times of London ranking of Global Advisors for the past four years as well as the top advisor ranking in Forbes Magazine for the past two years. Raj is also a regular contributor to local and national media on investment strategy, private wealth management and financial planning.

Raj was profiled in a book on Boston, “An Extended Family”, by Boston Globe photojournalist Bill Brett. He is a regular contributor to local and national media and his articles and interviews have appeared in publications such as The Boston Globe, Barron’s Magazine, Wall Street Journal, Financial Times, Fortune, Boston Business Journal to name a few.

Raj is an active member of the community and is involved in many local and global organizations. He is a current trustee and former Chairman of The Boston Harbor Island Alliance. Raj is a member of the Board of Trustees for Emerson College and a trustee and board member of the American India Foundation (AIF), an organization devoted to accelerating social and economic change in India. In addition, Raj is Chairman of the Board of Youth LEAD, an internationally recognized organization promoting cultural understanding and tolerance among high school students. Raj was the 2013 recipient of the “Solas Award” from the Irish International Immigrant Center for his commitment to promoting cross-cultural dialogue and for his inspirational example of achievement and civic engagement as an immigrant. In 2016, he was recognized as one of the hundred most influential people of diversity in Boston by Get Konnected, a networking organization.

Overview
RelSci Relationships

1583

Number of Boards

4

Number of Awards

9

Relationships
RelSci Relationships are individuals Raj Sharma likely has professional access to. A relationship does not necessarily indicate a personal connection.

President at Emerson College - Boston

Relationship likelihood: Strong

Elected Member, Board of Advisors at Museum of Fine Arts - Boston

Relationship likelihood: Strong

Vice President & Founding Director, Emerson Los Angeles at Emerson College - Boston

Relationship likelihood: Strong

Co-Founder at American India Foundation

Relationship likelihood: Strong

Co-Founder at American India Foundation

Relationship likelihood: Strong

Founding Executive Director at American India Foundation

Relationship likelihood: Strong

Chairperson, Philanthropic Engagement at American India Foundation

Relationship likelihood: Strong

President of Philanthropy at American India Foundation

Relationship likelihood: Strong

Founder at Rage Frameworks, Inc.

Relationship likelihood: Strong

Vice Chairman at Boston Harbor Island Alliance, Inc.

Relationship likelihood: Strong

Paths to Raj Sharma
Potential Connections via
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Raj Sharma
Family Members
Spouse
Elected Member, Board of Advisors at Museum of Fine Arts - Boston

The Museum of Fine Arts, Boston houses and preserves preeminent collections and serves a variety of people through direct encounters with works of art. It conducts exhibitions, programs and research and publication activities and interprets its own collections. It provides information and perspective on art through time and throughout the world. The museum holds its collections in trust for future generations. The Museum's collection is made up of: Art of the Americas, Art of Europe, Contemporary Art, Art of Asia, Oceania and Africa, Art of the Ancient World, Prints, Drawings and Photographs, Textiles and Fashion Arts and Musical Instruments.

Education
Master's Degree in Mass Communications
Class of 1983

Emerson College is a private coeducational university located in Boston, Massachusetts. Founded in 1880 by Charles Wesley Emerson as a "school of oratory," Emerson is "the comprehensive college or university in America dedicated exclusively to communication and the arts in a liberal arts context". Offering over three dozen degree programs in the area of Arts and Communication, the college is accredited by the New England Association of Schools and Colleges, Inc.

Master's in Business Management with Specialization in Finance
Memberships
Charter Member
Current

TiE Boston operates as a comprehensive eco-system for entrepreneurs. It offer programs such as TiE ScaleUp, TiE young entrepreneurs, and TiE boston angels. The company was founded by Desh Deshpande in 1997 and is headquartered in Boston, MA.

Career History
Head, the Sharma Group
Current

Merrill Lynch Private Banking and Investment Group is a division of MLPF&S that offers a broad array of personalized wealth management products and services. Both brokerage and investment advisory services (including financial planning) are offered by the Group's Private Wealth Advisors through MLPF&S, a registered broker-dealer and registered investment adviser. The nature and degree of advice and assistance provided, the fees charged, and client rights and Merrill Lynch's obligations will differ among these services. Investments involve risk, including the possible loss of principal investment.

Boards & Committees
Chairman, Board of Directors
Prior

BOSTON HARBOR ISLAND ALLIANCE PROMOTES THE USE, ENJOYMENT, AND AWARENESS OF THE BOSTON HARBOR ISLANDS NATIONAL PARK AREA BY CREATING VIBRANT PUBLIC SPACES, FACILITIES, AND PROGRAMMING ON THE ISLANDS, RAISING AND MANAGING THE PUBLIC AND PRIVATE RESOURCES NECESSARY TO DO SO.

Member, Board of Overseers
Prior

Museum of Science operates as a museum. The company was founded in 1830 and is headquartered in Boston, MA.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$10K - $25K
2017

The American India Foundation founded in 2001, is a nonprofit American organization that is devoted to accelerating social and economic change in India. The AIF has partnered with 227 of India’s NGOs to build a trusted network for implementation, scale, and sustainability while raising over $84 million since its inception. It is one of the largest secular, non-partisan American organizations supporting development work in India. AIF awards grants to education, livelihood, and public health projects in India – with emphases on elementary education, women’s empowerment, and HIV/AIDS, respectively. AIF has a program called Digital Equalizer which attempts to bridge the digital divide by providing computers, internet access and training to under-resourced Indian schools. It also funds the Service Corps Fellowship, renamed the William J. Clinton Fellowship for Service to India on May 11, 2009, which sends skilled young Americans to work with NGOs in India for a ten-month period. The fellowship helps exchange technical skills, intellectual resources and helps increase the capacity of Indian NGOs to continue their work while giving American leaders a good understanding of India. The American India Foundation was founded by a group of Indian-Americans responding to the 2001 Gujarat earthquake. Former United States President Bill Clinton serves as the Honorary Chair, and has been involved in a number of AIF events; he was asked to get involved with the group by Indian Prime Minister Atal Bihari Vajpayee in the wake of the earthquake.

$2,500 - $4,999
2009

Museum of Science operates as a museum. The company was founded in 1830 and is headquartered in Boston, MA.

Political Donations
$500
2010

Former Representative from the 87th District at Kansas House of Representatives

$250
2010

Representative from Massachusetts's 9th Congressional District

$500
2004

Former Senator from Massachusetts

Awards & Honors
Rank #29
2015
Barron's Magazine - Top 100 Financial Advisors
Rank #29
2015
Barron's Magazine - Top 100 Independent Financial Advisors
Rank #18
2014
Barron's Magazine - Top 100 Financial Advisors
Events
Speaker
Boston, MA, United States
2012 IMN Annual World Series of ETFs and Investment Management Conference

IMN’s 3rd Annual World Series of ETFs & Investment Management conference comes to Boston, MA, May 7, 2012 in the midst of increasing regulation and continuing financial market volatility. Serving as the East Coast partner to our industry leading Super Bowl of Indexing summit, this year’s event will bring together leading registered investment advisors, corporate and public pension investment officers, hedge fund portfolio managers, asset managers, consultants, ETF providers and more for a full day of thorough educational programming and rewarding networking opportunities.

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