top of page
TiE Boston Charter Members
Private Wealth Advisor, Managing Director
Merrill Lynch Private Banking and Investment Group
Raj is a Managing Director and Private Wealth Advisor with over thirty years of experience in investment planning and asset management. He holds a Master's degree in Business Management, with a specialization in finance, and a Master's degree in Mass Communications. He earned the Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments & Wealth Institute™ (The Institute). Raj has received numerous industry recognitions. He was named to Forbes' "America's Top Wealth Advisors" list 2016-2019. Barron's has named him as one of America's Top 100 Financial Advisors for 18 consecutive years through 2021 - putting him among the ""Hall of Fame" advisors who have appeared on the list for ten years. Barron's also listed Raj as one of America's Top 1,200 Financial Advisors in 2021 for the 13th consecutive year. Additionally, he was named to the Financial Times Top 400 Financial Advisors from 2015-2020. In 2021, Forbes magazine ranked Raj as the number one advisor in Massachusetts in their Best In State Wealth Advisor rankings. *Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst.
Follow on LinkedIn
bottom of page