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Raj Sharma

Managing Director – Wealth Management

The Sharma Group Private Wealth Advisors

Closing Keynote: "The Next Chapter"

April 28, 2023 at 7:30:00 PM

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. Raj has been featured in the Barron’s and Forbes Top 100 Advisor list since inception. In 2021 and 2022, he was recognized by Forbes and Barron’s Magazine as the number one Financial Advisor in Massachusetts. In addition, Raj is on the Barron’s Hall of Fame list– one of a small group of advisors who have appeared in Barron’s ranking of America’s Top 100 Advisors for ten consecutive years. He was also recognized by the Financial Times of London ranking of top Global Advisors. He was featured on the inside cover of the September 2019 issue of Forbes Magazine. Raj is the author of “The Purposeful Wealth Advisor” released by Amplify Publishing in 2022. The book is ranked as a Best Seller on Amazon in the Financial Services category. Raj is an ardent believer in philanthropy and is involved with several domestic and global organizations. He is a current trustee and former Chairman of The Boston Harbor Island Alliance, a member of the Board of Trustees for Emerson College and a Founding trustee and Director Emeritus of the American India Foundation (AIF), an organization devoted to disrupting poverty in India through a spectrum of programs. In addition, Raj is on the Board of Youth LEAD, an internationally recognized organization promoting cultural understanding and tolerance among high school students. He was also recently appointed to the board of The Boston Foundation, one of the oldest community foundations in the country. In 2013, Raj was the recipient of the “Solas Award” from Rian, formerly called 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.
Raj Sharma
Raj Sharma
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