OUR MISSION STATEMENT
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Experience, intellectual capital and dedicated personal service to help you meet your life goals
Raj is a widely-recognized leader in Greater Boston's financial advisory community. As a Managing Director and Wealth Advisor, he focuses on providing wealth management solutions to business owners, corporate executives and emerging entrepreneurs. Together with his team, Raj helps clients address their biggest concerns: preserving wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken, and charitable giving. Raj has been with Morgan Stanley for over 30 years and serves a limited number of clients who have entrusted him with over $850 million in assets (as of Dec 2015). He uses a consultative process to gain a detailed understaning of each clients's values and goals, and shares customized recommendations designed to address each client's unique needs and long-term objectives.
We represent a select group of individuals and families for whom we are able to provide a major financial impact. Each year, we enter into only a handful of new relationships, all via personal introductions from our existing clients. Our goal is to make our services available to those whom our clients care about most.
Our second-opinion service will take them through the same discovery and analysis process our clients experienced to help determine where they are now and where they would like to be. We’ll identify any potential gaps they may have and show how they can be best resolved. We extend this service to a family member, friend, or co-worker you feel could benefit from a complimentary introductory meeting.
ONE OF THREE THINGS WILL HAPPEN:
We find out that they could better their situation. If we are not a fit for their particular situation we’ll be happy to point them in the right direction to a financial advisor who can work with them more effectively, or,
We find gaps in their current plan and feel we could provide a significant advantage in helping them reach their goals. We would then explore the idea of working together with them.
WHO DO YOU KNOW THAT WOULD BENEFIT MOST FROM THIS SERVICE?
PLEASE CONTACT THE PATHAK GROUP @ firstname.lastname@example.org
Raj Pathak is a Wealth Advisor and the Managing Director of The Pathak Group at Morgan Stanley. With nearly 30 years of experience in the financial services industry, Raj focuses on sophisticated wealth management strategies for distinguished clients that include business owners, corporate executives, and entrepreneurs. He focuses on a select number of clients in the greater Boston area.
The son of immigrant parents, Raj’s father came to America in the bottom of a boat with only ten dollars to his name. With hard work and perseverance, he eventually became a Professor and Researcher at Harvard Medical School and Massachusetts General Hospital. Raj’s parents relied on education and a strong work ethic to create their own destinies, and Raj followed that path in his career in finance.
In 1986 Raj graduated with the Highest Distinction from Babson College with a B.S. in Finance and Investments. He began his career in the financial services industry as a Vice President at Morgan Stanley (then called Shearson Lehman Brothers). He’s been there ever since, having climbed the ranks from Senior Vice President to Managing Director and founder of The Pathak Group. Today Raj and his team manage over 850 million in assets as of December, 2016, and have grown to become a prominent advisor team for many successful families in the Boston area.
Morgan Stanley has recognized Raj’s success as a Wealth Advisor. For 25 years, he has been a member of the Chairman’s Council, an elite group of the firm’s top advisors. From 2010 to 2016, named Raj to its list of America’s Top 1,200 Advisors: State-by-State, and recognized Raj as a “Top 200 Financial Advisor” in 2016. He also contributes financial insights to The Boston Globe, The Boston Herald, and WMEX 1510AM.
Raj gives back to his community through his support of both the Milton Foundation for Education and the Milton Animal Shelter. He also supports the New England Center for Homeless Veterans, and serves on the board of directors for the Milton Beth Israel Deaconess Hospital and Junior Achievement of Northern New England, an organization that teaches young people the skills of financial literacy, workforce readiness, and entrepreneurship.
In his free time, Raj enjoys golf, fitness, and tennis. He is a member of the Wollaston Golf Club, and lives in Milton, MA with his wife and their three children.
Securities Agent: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, KS, MA, MD, ME, MI, NC, NH, NJ, NV, NY, PA, RI, SC, TN, TX, VA, WA, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Brendan Doyle is an Executive Financial Services Director and Financial Advisor with The Pathak Group at Morgan Stanley. With nearly 10 years of experience in the financial services industry, Brendan concentrates on financial planning, executive stock plans, and deferred compensation plans for corporate executives in the technology, bio-tech, and pharmaceuticals industries.
Brendan developed a strong work ethic at an early age. His father was an Executive Vice President at the College Board, a non-profit that creates standardized-testing (the SAT, etc). In high school, Brendan participated in a program at Bentley University called Wall Street 101, which ignited his passion for finance. He went on to earn his B.S. in Economics and Finance at Bentley, and became a Financial Services Associate at Prudential Financial. He joined Morgan Stanley in 2008.
At The Pathak Group, Brendan forms personal relationships with his clients to discover the specific goals they have set for themselves and their families. Whether their hopes are to retire early, plan for the next generation or preserve and grow their assets, Brendan offers strategies to mitigate taxes, properly utilize debt, and manage risk. Relying on creative solutions to the unique problems his clients face, Brendan’s analytical skills and meticulous attention to detail serve his clients well in planning for both the present and the future.
Morgan Stanley has acknowledged Brendan’s success by nominating him to its Pacesetters Club every year since 2012. This elite global program recognizes Financial Advisors who, within their first five years, demonstrate the highest professional standards along with outstanding client service.
Brendan is an Eagle Scout, and in his spare time enjoys travel, golf, and visiting Cape Cod. He and his wife have a son and live in Quincy, MA.
Securities Agent: AL, AZ, CA, CO, CT, DC, FL, GA, HI, KS, MA, MD, ME, MI, NC, NH, NJ, NY, OR, RI, SC, TX, VA, WA, WY; General Securities Representative; Investment Advisor Representative
Brian J. Gossman is a Vice President and Group Director with The Pathak Group at Morgan Stanley. With 10 years of experience in the financial services industry, Brian is responsible for the execution of our client service model as well as the operation and administration of the group’s practice.
A graduate of West Chester University, Brian graduated with a B.S. in Finance in 2005. He began his career in the financial services industry as an account officer with JP Morgan Private Bank, where he refined his skills in client services, operations, and reporting. He joined The Pathak Group at Morgan Stanley in 2006, and was soon promoted to Group Director, a position held by only a handful of people throughout Morgan Stanley.
With his extensive administrative and organizational skills, Brian manages the day-to-day operations of The Pathak Group. His efficiency ensures that clients receive the most up-to-date information and the highest level of client service. Brian’s patience, his accessibility, and his calm demeanor make him an invaluable resource for all the team’s clients.
In his free time, Brian enjoys home improvement projects, reading, and going to the beach. Originally from the Philadelphia area, he is an avid Philadelphia Eagles fan. Brian and his wife have two children and live in Plymouth, MA.
Allison Gentile is a Financial Advisor with The Pathak Group at Morgan Stanley. With nearly five years of experience in banking and the financial services industry, Allison focuses on financial planning and customer service for the team’s clients.
In 2011, Allison graduated Cum Laude with a B.S. in Finance and Mathematics from Fairfield University. She also attended Florence University of the Arts while studying abroad in Italy in 2010. After graduation, Allison spent four years as an analyst with BNY Mellon. There she provided accounting, performance, risk, and compliance analysis to large corporate clients and financial institutions. She also helped clients customize their portfolios and worked to strengthen investment manager relationships.
BNY Mellon acknowledged Allison’s accomplishments in 2012 and 2013 with the firm’s Outperformance Achievement Award and Individual Contributor Award. These awards recognize those employees who contribute to the bank’s mission by demonstrating client focus, trust, and teamwork.
As a Financial Advisor, Allison forms personal relationships with clients to help them identify their unique goals for themselves and their loved ones. Relying on her strong technical and analytical skills, she helps create strategic, long term financial plans that are mindful of risk management and tax mitigation.
In her free time, Allison enjoys golf, skiing, and travel. A devoted runner, she runs the Boston Athletic Association’s half marathon every year as a member of the Dana Farber Cancer Institute’s fundraising team. A native of the South Shore, Allison currently lives in South Boston.
Eric Carpenter is a Consulting Group Analyst with The Pathak Group at Morgan Stanley. With 16 years of experience in the financial services industry, Eric’s responsibilities include portfolio analysis and review, marketing, and financial education.
In 1999 Eric graduated from Bridgewater State College with a degree in Business Administration, and begin his career in financial services industry at Legg Mason Wood Walker. He started as a sales assistant in portfolio management services where he honed his skills in stock research and analysis. Moving to Deutsche Bank in 2003, he provided portfolio analysis for corporate executives, foundations, and endowments as a Registered Marketing Associate. Eric joined The Pathak Group at Morgan Stanley in 2005.
Working closely with his team to evaluate investment managers and funds, Eric facilitates trades in the team’s Portfolio Managed Accounts and Municipal Bond Portfolios. He also manages the team’s Next Generation initiative, an educational workshop that teaches their client’s children about the importance of saving, budgeting, investing, and financial planning.
In his free time Eric likes to read, golf, and play recreational basketball, soccer, and softball. He and his wife have four children and live in Berlin, MA.
Matthew LaPaglia is a Senior Client Service Associate with The Pathak Group at Morgan Stanley. With over 10 years of experience in the financial services industry, Matthew concentrates on research, analysis, and trading.
In 2004 Matthew received his B.A. in Geology from Colby College where he was Captain of the Varsity Lacrosse team.
Upon graduation, Matthew entered the financial services industry as an Auditor and Portfolio Accountant with State Street Bank. In 2008 he further refined his analytical skills as a Senior Research Associate in the Capital Markets Research Group at Cambridge Associates, LLC. There he worked on ad hoc projects, created market commentaries, and analyzed market trends.
Matthew came to Morgan Stanley in 2012. As Senior Client Service Associate in Private Wealth Management, he was responsible for design, development, and process automation of all client- facing materials including presentations and reports on asset allocation, portfolio performance, and specific industry research.
In 2015, Matthew joined The Pathak Group at Morgan Stanley, where he utilizes his extensive technical knowledge to create comprehensive investment solutions for the team’s clients. His colleagues rely on his research and analysis to develop data regarding asset allocation and portfolio performance. In his free time, Matthew runs, skis, and golfs. His interests include history and cars.
Brianna Abramo is a Client Service Associate with The Pathak Group at Morgan Stanley. With nearly two years of experience in the financial industry, Brianna focuses on client services, as well as the operation and administration of the group’s practice.
In 2014, Brianna graduated from University of Massachusetts Boston with B.S. in Business Management and Finance. After graduation Brianna began working for a commercial real estate firm where she advanced her skills in business development and reporting while gaining exposure to financial processes.
Brianna is responsible for managing client accounts and facilitates in the day-to-day operations of The Pathak Group. Her exceptional time management and organizational skills help ensure quality service for the team’s clients.
In her free time Brianna enjoys hiking, playing volleyball and spending time with family and friends. She actively supports the MSPCA and Massachusetts Vest-a-Dog whose efforts support law enforcement K9s. Brianna currently resides in Medway, MA.
On the Markets
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Creating customized financial strategies for the challenges that today's families face.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.
This unique program offers qualifying clients a compelling collection of special offers and experiences, Morgan Stanley insights, and philanthropic ideas.
With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
OneView organizes all of your financial data in one location, regardless of where your accounts are held, giving you a comprehensive view of your finances.
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