Raj Pathak

Raj Pathak

Formal First Name
Raju (Raj)

Raju Pathak, Managing Director, Wealth Advisor, Senior Portfolio Manager and Insurance Planning Director of The Pathak Group at Morgan Stanley, has been in the financial services industry for over 32 years. He provides services in the areas of wealth management solutions, financial planning, business succession and retirement planning, corporate trust services, and many more. He also contributes financial insights to The Boston Globe and The Boston Herald. Raj is a widely-recognized leader in Greater Boston’s financial advisory community, and has received constant recognition from national publications such as Forbes, Barron’s, and The Financial Times. In addition to his financial career, he is also passionate about being involved in his community. Raj supports various organizations such as the Milton Animal Shelter, New England Center for Homeless Veterans, and Beth Israel Deaconess Hospital.

Professional Experience

Academic History

Awards and Recognition

Community Involvement

  • Milton Animal Shelter
  • New England Center for Homeless Veterans
  • Beth Israel Deaconess Hospital
  • Junior Achievement of Northern New England
  • Wollaston Golf Club