Raj Sharma

Head, the Sharma Group at Merrill Lynch Private Banking & Investment Group

Raj Sharma

Raj Sharma

Head, the Sharma Group at Merrill Lynch Private Banking & Investment Group

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

719

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

Vice Chairman at Emerson College - Boston

Relationship likelihood: Strong

President of Philanthropy at American India Foundation

Relationship likelihood: Strong

Founder at Rage Frameworks, Inc.

Relationship likelihood: Strong

Paths to Raj Sharma
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Raj Sharma
Head, the Sharma Group at Merrill Lynch Private Banking & Investment Group
Family Members
Spouse
Elected Member, Board of Advisors at Museum of Fine Arts - Boston

Education
Master's Degree in Mass Communications
Class of 1983
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
Member, Board of Directors
Prior
Member, Board of Overseers
Prior
Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$25K - $50K
2019
$1,000 - $4,999
2019
$3,000 - $5,999
2018
Political Donations
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.

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Raj Sharma. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Raj Sharma's profile does not indicate a business or promotional relationship of any kind between RelSci and Raj Sharma.