Raj Sharma, CIMA

 

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

Mr. Sharma was recently recognized by Forbes and Barron’s Magazine as the number one advisor in Massachusetts and in the top 100 in the country. In addition, he has also been recognized by Barron’s Magazine as one of America “All Stars” 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 as well as the top advisor ranking in Forbes Magazine for the past five years. Mr. Sharma is a regular contributor to local and national media on investment strategy, private wealth management and financial planning.