The Pathak Group at Morgan Stanley

Raj Pathak is a Wealth Advisor and Managing Director of The Pathak Group at Morgan Stanley. With over 25 years of experience, he provides advanced wealth management strategies to a diverse clientele including corporate executives, entrepreneurs, entertainers, and athletes.

Raj’s work ethic is deeply rooted in his family’s inspiring journey. His father arrived in America with only ten dollars after 30 days at sea, later becoming a leading research dermatologist and Professor 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. He earned his B.S. in Finance and Investments from Babson College with Highest Distinction. Raj began his financial career at E.F. Hutton and has remained with the firm through its evolution to Morgan Stanley, advancing from Vice President to Managing Director and founder of The Pathak Group. He's also earned the designation of Global Sports & Entertainment Director, making him part of a specialized division dedicated to serving professionals in the sports and entertainment industry. He is also a member of Provisors, a professional networking organization connecting business professionals to foster partnership, and referrals.

Over the years, Raj has been regularly named to the firm’s prestigious Chairman’s Club, a group composed of the firm’s top Financial Advisors. Industry leaders have also recognized Raj’s exceptional achievements. Every year since 2010, Barron’s Magazine has listed him among the top 1,200 Financial Advisors in the country. Forbes Magazine has also recognized Raj as being among the top Wealth Advisors in-State and nationally and recognized the Pathak Group as being among the best-in-state Wealth Management teams. As of December 2024, the group manages over $2.3 billion in assets, solidifying their position as a leading advisory team for affluent families.

In addition to his professional success, Raj is committed to community service. He supports the Milton Animal Shelter, the New England Center for Homeless Veterans and serves on boards of Beth Israel Lahey Hospital in Milton, the Airplane Noise Committee for the Town of Milton, and Junior Achievement of Boston.

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.

Members of the Pathak Group would describe Raj as visionary, driven, and proactive

(Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure).

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 17 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 grew up in Northern New Jersey and moved to Milton, MA at the age of 14. Brendan developed a strong work ethic at an early age with his father being 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 University. He became a Financial Services Associate at Prudential Financial and later 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. Industry leaders have also recognized Brendan’s exceptional achievements from being named Forbes Top Next-Gen Wealth Advisors every year since 2017 and recently listed on Forbes Best-in-State Wealth Advisors for 2025. (Awards Disclosures: https://www.morganstanley.com/disclosures/awards-disclosure).

Brendan is an Eagle Scout, and in his spare time enjoys travel, golf, and visiting Cape Cod. He and his wife have four children and live in Quincy, MA.

Members of the Pathak Group would describe Brendan as logical, energetic and thoughtful.

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 close to 20 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.

Members of the Pathak Group would describe Brian as caring, knowledgeable, and loyal.

Eric Carpenter is an Assistant Vice President and Marketing & Communications Director with The Pathak Group at Morgan Stanley. With over 24 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.

Members of the Pathak Group would describe Eric as reliable, helpful, and committed.

Matthew LaPaglia is a Portfolio Associate with The Pathak Group at Morgan Stanley. With over 20 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 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 and financial plans for the team's clients. His colleagues rely on his research and analysis to develop data regarding asset allocation and portfolio performance as well as assisting with all trading and maintain the team’s investment models.
In his free time, Matthew runs, skis, golfs, coaches youth hockey and lacrosse. His interests include history and cars.

Members of the Pathak Group would describe Matthew as dependable, passionate, and innovative.

Brianna Abramo is a Client Service Associate with The Pathak Group at Morgan Stanley. With nearly 8 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 recently adopted a German Shepherd puppy named Maverick. Brianna currently resides in Boston's South End area.

Members of the Pathak Group would describe Brianna as supportive, efficient, and diligent.

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 a recent graduate from the University of Massachusetts Lowell with a B.S in Marketing.

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 Lynn, MA.

Members of the Pathak Group would describe Emely as motivated, diligent, and inquisitive.

Olivier Deldicque is a Client Relationship Analyst with The Pathak Group at Morgan Stanley. He focuses on supporting client investment portfolios, assisting with financial planning strategies, and driving new business development initiatives for the team. Olivier works closely with clients to ensure their needs are met promptly and accurately, while also helping the team identify opportunities to grow and strengthen client relationships.

Olivier joined the group in 2025 after graduating from Northeastern University with high honors in International Business, concentrating in Finance and Management, and a minor in Psychology. While at Northeastern, he served as President of the Private Equity and Venture Capital Club, the university's premier buy-side organization. He previously completed two six-month internships with The Pathak Group in 2023 and 2024, as well as an Investment Banking internship in Athens, Greece, gaining valuable experience in portfolio management, market analysis, and cross-border transactions.

In his free time, Olivier enjoys traveling, skiing, and running, and has participated in many races across the U.S. and Europe. He currently resides in Boston's South End.

Members of The Pathak Group would describe Olivier as meticulous, active, and client focused.