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Raj Sharma

Raj Sharma

Formal First Name
Raj
Link
LinkedIn
Location
Boston

Raj Sharma is Managing Director and Private Wealth Advisor at Merrill Lynch Private Wealth Management. He is the Founder of The Sharma Group, a high end boutique within Merrill Lynch that provides customized advice and guidance to a select group of corporate executives, entrepreneurs, ultra-high-net-worth individuals, foundations, and endowments. Sharma has over 35 years of financial services experience and has received numerous industry recognitions. Passionate about giving back to the community and the world, he is active in several local and global organizations involved with global poverty alleviation, youth leadership, and empowerment through education and inclusion. Prior to joining Merrill Lynch in 1982, he worked for 12 years as a financial analyst, management executive and media specialist.

Professional Experience

Academic History

MERRILL LYNCH 

  • Sharma is a Merrill qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives.

  • He builds and manages his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios and third-party investment strategies.

  • 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.


RECOGNITIONS


CURRENT AFFILIATIONS

Warnings and Disclaimers

The information contained herein is obtained from sources believed to be reliable, but its accuracy cannot be guaranteed. It is not designed to meet your personal financial situation - we are not investment advisors nor do we give personalized investment advice. The opinions expressed herein are those of the publisher and are subject to change without notice. It may become outdated an there is no obligation to update any such information.

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