The Pathak Group at Morgan Stanley

Raj Pathak is a prominent Wealth Advisor and Managing Director of The Pathak Group at Morgan Stanley, with a career spanning over 25 years. He is renowned for his expertise in advanced wealth management strategies, catering to a diverse clientele that includes business owners, corporate executives, entrepreneurs, entertainers, and athletes.

Raj’s remarkable story is rooted in his family's journey. His father arrived in America after being on the bottom of a boat for 30 days with only ten dollars and a steadfast determination. Through relentless effort and dedication, he became a leading research dermatologist and a Professor and Researcher at Harvard Medical School and Massachusetts General Hospital. Motivated by his parents' values of hard work, family, education and perseverance, Raj has mirrored these principles throughout his professional life and in helping his clients.

He earned his B.S. in Finance and Investments from Babson College, graduating with Highest Distinction. His financial career began at E.F. Hutton and he has stayed at the same firm through many mergers to Morgan Stanley, then known as Shearson Lehman Brothers. Over the years, Raj rose through the ranks from Vice President to Senior Vice President, ultimately becoming Managing Director and Global Sports & Entertainment Director and founding The Pathak Group. Today, the group manages assets exceeding $2 billion as of December 2023, solidifying their position as a leading advisory team for affluent families.

Industry leaders have consistently recognized Raj’s exceptional achievements as well. From 2010 to 2023, Barron’s Magazine listed him among America’s Top 1,200 Advisors: State-by-State, and in 2023, Forbes Magazine named him one of the “Top 200 Financial Advisors.”

In addition to his professional success, Raj is committed to community service. He supports the Milton Animal Shelter and the New England Center for Homeless Veterans and serves on the boards of Beth Israel Lahey Hospital in Milton, The Airplane Noise Committee for The Town of Milton, and Junior Achievement of Boston. Furthermore, Raj is a committed member of Provisors, a professional networking organization connecting business owners, executives, and other professionals to foster collaboration, referrals, and partnership.

Outside of work, Raj is an avid golfer, fitness enthusiast, and tennis player. He is a member of the Wollaston Golf Club and resides in Milton, MA with his wife and three children.

Brendan Doyle is an Executive Financial Services Director, Portfolio Management Director, Senior Vice President, and Financial Advisor with The Pathak Group at Morgan Stanley. With 16 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 3 children and live in Quincy, MA.

Joe Ferrante is a highly accomplished finance professional with over 40 years of dedicated service at Morgan Stanley.

As First Vice President and Portfolio Management Director he leverages a keen understanding of investment strategies and market dynamics to provide customized investment strategies for high net worth individual, family, and institutional clients.

He also serves as a Director for Morgan Stanley's Executive Financial Services, assisting clients in the diversification of concentrated positions in control and restricted stocks through Rule 144 and 10b5-1 transactions, collateral loans, corporate executive blind trusts and derivatives.

A graduate from Northeastern University, Joe received a Bachelor of Science (B.S.) degree in Finance as well a Master of Business Administration (M.B.A.) degree.

He was born and raised in Framingham, Massachusetts and currently resides in Franklin, Massachusetts where he enjoys spending time with his wife, Margaret, his daughter Rachel and his two grandchildren. He is an accomplished sailor and enjoys playing golf at Franklin Country Club.

Bruce Lord is a Vice President, Financial Planning Specialist and Financial Advisor with the Pathak Group at Morgan Stanley. Bruce has 36 years experience in the financial services industry and focuses on retirement planning strategies and developing an overall financial plan for his clients. Bruce joined Morgan Stanley in 2001 so he could offer a full range of services to his clients.

Prior to joining Morgan Stanley he held positions with First Union Bank and Marketing One Securities Inc. where his primary focus was building investment programs within banks and other financial institutions to offer expanded financial services to the bank’s clients.

Bruce studied finance at St. Joseph’s University in Philadelphia. He holds his Series 7, 63, 65, 31 and Securities Principal (24) licenses.

In his spare time Bruce has been a School Board Director in his home town of Springfield PA as well as volunteering with the Philadelphia Special Olympics. He enjoys spending his summer weekend in Ocean City NJ with his wife and 3 adult children.

Jack Kirstien, CFP^® is a Financial Advisor with The Pathak Group at Morgan Stanley. With over 15 years of experience in the financial services industry, he focuses on retirement planning strategies and developing an overall financial plan for his clients.

Born and raised in Delaware County, PA Jack received his B.S. in Business Administration from Temple University in 2005. He began his career in 2006 when he joined Delaware Investments and in 2008, accepted a wholesaling position with Lincoln Financial in Radnor, Pennsylvania, where he garnered substantial experience in retirement solutions and insurance. In 2011 he moved on to a similar position with Prudential Annuities in Dresher, PA. In 2018, Jack obtained his CERTIFIED FINANCIAL PLANNER™ designation. CFP^® professionals have completed extensive training and experience requirements, and are held to higher ethical standards. Shortly after becoming a CFP^® professional, Jack joined Morgan Stanley in Newtown Square, PA.

Jack currently resides in Springfield, Pennsylvania, with his wife, Jamie, daughter, Eloisa and son, Theo. In his free time, Jack enjoys playing golf, trips to Long Beach Island, NJ and spending time with family.

Justin Fuery is a Vice President, Portfolio Manager and Financial Advisor at the Pathak Group. Justin has nearly 20 years of experience and a strong commitment to helping clients achieve their long-term financial and life objectives.

Prior to joining the firm, he spent several years at KPMG, a Big 4 accounting firm, where he focused on public accounting and financial statement audits within the financial services sector.

As a member of the Pathak Group, Justin is dedicated to working closely with individuals, families, and entrepreneurs to develop personalized investment and financial strategies tailored to their needs and best interests. His primary responsibilities include crafting tax-efficient investment strategies, developing asset allocation policies, managing executive compensation, overseeing philanthropic planning, and leveraging Morgan Stanley’s Private Bank.

He graduated magna cum laude with a B.S. in Accountancy from Bentley University, where he served as president of Beta Alpha Psi and was a member of Beta Gamma Sigma honor society. He has also earned a place in Morgan Stanley Wealth Management's Pacesetter’s Club, recognizing advisors who exemplify high professional standards and exceptional client service.

Outside of the office, Justin enjoys playing golf, skiing, exercising, and spending time with friends and family. He currently resides in Boston’s Charlestown neighborhood.

Brian J. Gossman is a Vice President and Group Director with The Pathak Group at Morgan Stanley. With 13 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 summa cum laude 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.

Eric Carpenter is an Assistant Vice President and Marketing & Communications Director with The Pathak Group at Morgan Stanley. With over 21 years of experience in the financial services industry, Eric's responsibilities include proactive client communications, marketing campaigns, client relationship management, and providing financial education to clients' younger family members.

In 1999 Eric graduated from Bridgewater State College with a degree in Business Administration, and began his career in the 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 13 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 strategies 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 five 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 recently adopted a German Shepherd puppy named Maverick. Brianna currently resides in Boston's North End.

Emely Nunez is a Client Service Associate with The Pathak Group at Morgan Stanley. With nearly three years of experience in the financial industry, Emely focuses on client services, administration, operations, marketing, and client communication for the group.

Emely is currently pursuing her degree in Marketing at the University of Massachusetts Lowell.

In her free time Emely enjoys trying new restaurants and cuisines as well as traveling to learn about new cultures. She is passionate about volunteer initiatives that promote equity and access to education. Emely was born and raised in Washington, DC and currently resides in Malden, MA.