Raj Sharma, CIMA®
Managing Director, Private Wealth Advisor
Boston, Massachusetts, United States
3K followers
500+ connections
About
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 2016-2023 (Published annually Aug – Oct. Rankings based on data as of Mar 31 – June 30 of current year). Barron's has named him as one of America's Top 100 Financial Advisors for 20 consecutive years through 2023 (Published annually Mar – April. Rankings based on data as of December 31 of prior year) - putting him among the ""Hall of Fame" advisors who have appeared on the list for ten years (Published throughout 2019. Rankings based on data current list). Barron's also listed Raj as one of America's Top 1,200 Financial Advisors in 2023 for the 15th consecutive year(Published annually in February-March. Rankings based on data as of September 30 of prior year). Additionally, he was named to the Financial Times Top 400 Financial Advisors from 2015-2020 ( Published annually Mar – April. Rankings based on data as of June 30 of prior year). In 2021, 2022, and 2023 Forbes magazine ranked Raj as the number one advisor in Massachusetts in their Best In State Wealth Advisor rankings (Published annually Jan – April. Rankings based on data as of June 30 of prior year).
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements.
Activity
-
Here is the full 60 MINUTES segment from tonight The work they showed represents the ongoing efforts of many, many people and organizations.…
Here is the full 60 MINUTES segment from tonight The work they showed represents the ongoing efforts of many, many people and organizations.…
Liked by Raj Sharma, CIMA®
-
Investment banking vs private equity early in your career? Although I’ve been in private equity for most of my career, I am still an advocate for…
Investment banking vs private equity early in your career? Although I’ve been in private equity for most of my career, I am still an advocate for…
Liked by Raj Sharma, CIMA®
Experience
Education
-
Emerson College
Master's Degree
-
-
School of Management Osmania University India
Master's Degree
-
-
Nizam College Hyderabad India
Bachelor's Degree
-
Licenses & Certifications
Honors & Awards
-
Barron's "America's Top 100 Financial Advisors"
-
*Source: The Barron's "Top 100 Financial Advisors" list, published annually Mar – April. Rankings based on data as of December 31 of prior year.
The Barron's "Top 100 Financial Advisors" ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client…*Source: The Barron's "Top 100 Financial Advisors" list, published annually Mar – April. Rankings based on data as of December 31 of prior year.
The Barron's "Top 100 Financial Advisors" ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. Quantitative and qualitative measures used to determine the advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community involvement, among others. Rankings are based on the opinions of Barron's and not representative nor indicative of any one client's experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Barron's does not receive compensation from advisors, participating firms and their affiliates, or the media in exchange for rankings. Rankings and recognition from Barron's are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. -
Forbes "Best-in-State Wealth Advisors"
-
*Source: The Forbes "Best-in-State Wealth Advisors" list, published annually Jan - April. Rankings based on data as of June 30 of prior year.
Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative…*Source: The Forbes "Best-in-State Wealth Advisors" list, published annually Jan - April. Rankings based on data as of June 30 of prior year.
Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. -
Forbes' "America's Top Wealth Advisors"
-
*Source: The Forbes "America's Top Wealth Advisors" list, 2023 published in April. Rankings based on data as of June of 2022. Years pre-dating 2023, published annually Aug - Oct. Rankings based on data as of March - June of current year.
Data provided by SHOOK® Research, LLC. America's Top Wealth Advisors ranking was developed by SHOOK Research and is based on inperson, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, client…*Source: The Forbes "America's Top Wealth Advisors" list, 2023 published in April. Rankings based on data as of June of 2022. Years pre-dating 2023, published annually Aug - Oct. Rankings based on data as of March - June of current year.
Data provided by SHOOK® Research, LLC. America's Top Wealth Advisors ranking was developed by SHOOK Research and is based on inperson, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client's experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. Rankings and recognition from Forbes are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results. SHOOK's research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client's experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. -
Barron's "America's Top 1200 Financial Advisors State-by-State"
-
*Source: The Barron's "Top 1,200 Financial Advisors: State-by-State" list, published annually in February-March. Rankings based on data as of September 30 of prior year.
The Barron's "Top 1,200 Financial Advisors" ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state's…*Source: The Barron's "Top 1,200 Financial Advisors: State-by-State" list, published annually in February-March. Rankings based on data as of September 30 of prior year.
The Barron's "Top 1,200 Financial Advisors" ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state's population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors' practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron's are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron's list consisted of 1,000 advisors. -
Financial Times "FT400"
-
*Source: Financial Times "400 Top Financial Advisers" list, published annually Mar - April. Rankings based on data as of June 30 of prior year.
The Financial Times "400 Top Financial Advisers" (FT 400) list is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. The FT 400 is based on data gathered from advisers, broker-dealer home offices, regulatory disclosures, and the FT's research. The listing reflects each…*Source: Financial Times "400 Top Financial Advisers" list, published annually Mar - April. Rankings based on data as of June 30 of prior year.
The Financial Times "400 Top Financial Advisers" (FT 400) list is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. The FT 400 is based on data gathered from advisers, broker-dealer home offices, regulatory disclosures, and the FT's research. The listing reflects each adviser's status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this adviser's future performance. Neither the brokerages nor the advisers pay a fee to the Financial Times in exchange for inclusion in the FT 400. Rankings and recognition from the Financial Times are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the adviser. All rights reserved.
Languages
-
English
Native or bilingual proficiency
Other similar profiles
Explore collaborative articles
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
Explore More