BOSTON– Forbes Magazine has recognized Raj Sharma as the number one advisor in Massachusetts and in the Top 100 advisors in the country. Mr. Sharma is Managing Director – Wealth Management and Head of The Sharma Group, a Boston-based high-end boutique within Merrill Lynch’s Private Banking and Investment Group.
“I am delighted and truly humbled to be recognized as the number one Advisor in Massachusetts,” Mr. Sharma told INDIA New England News. “Credit for this achievement goes to every member of The Sharma Group and I salute them for their dedication and commitment to achieving our clients’ dreams and goals.”
In 2018, Mr. Sharma, who manages more than $7.2 billion in assets, had made to the Financial Times’ annual list of top financial advisors. Out of 400 advisors on last year’s list, Financial Times had chosen only two advisors for a profile and Mr. Sharma was one of them.
For 15 consecutive years, Mr. Sharma has been recognized by Barron’s Magazine as one of America’s Top 100 Financial Advisors. In addition, Barron’s recognized Mr, Sharma 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.
Mr. Sharma has over three decades of experience in customized investment and wealth management for entrepreneurs, corporate executives, families and institutions.
Mr. Sharma 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. He 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, Mr. Sharma is Chairman of the Board of Youth LEAD, an internationally recognized organization promoting cultural understanding and tolerance among high school students.