The Pathak Group - Morgan Stanley Team - Boston, MA
Morgan Stanley
The Pathak Group
at Morgan Stanley
53 State St 39th Fl
Boston, MA 02109
tel: (617) 589-3373
toll-free: (800) 752-2678
fax: (617) 249-1830

Raj Pathak

Managing Director
Wealth Advisor

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 manages over 850 million in assets as of September, 2015, 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 2015, Barron’s Magazine named Raj to its list of America’s Top 1,200 Advisors: State-by-State, and Registered Representative Magazine listed Raj as one of the Top 100 Wirehouse Advisors in the U.S. in 2009. He also contributes financial insights to The Boston Globe and The Boston Herald[2]

Raj gives back to his community through his support of both the Milton Foundation for Education and the Milton Animal Shelter. He also served as a member of the Finance Committee for the Town of Milton.  Additionally, he supports the New England Center for Homeless Veterans, and he is on the board of directors of 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.

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Brendan Doyle
Financial Advisor
Executive Financial Services Director

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.

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Brian Gossman
Vice President
Group Director

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 client services 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.

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Eric Carpenter
Consulting Group Analyst

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.

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Paul Castro
Client Service Associate

As a part of the Pathak Group at Morgan Stanley, Paul’s responsible for providing proactive client support to help ensure that client’s needs and requests are solved in an expedient manner.  Paul’s goal is to provide a seamless experience and ensure client satisfaction during all interactions with our team and Morgan Stanley.

Paul has over 25 years of experience in financial services and a diversified background in all aspects of client relations and support.  He has worked for highly-recognized companies such as Computershare, Citizens Financial and Bank of America Investments.

He currently resides in North Dighton, MA, but reigns from Rhode Island.  Paul enjoys travel, culinary adventures, gardening and his faithful four-legged companion - Kobi.

Alessandra Lastih
Client Service Associate

Alessandra Lastih is a Client Service Associate with The Pathak Group at Morgan Stanley. With six years of experience in business and the financial services industry, Alessandra focuses on providing efficient and personalized service to the team’s clients.

A 2009 graduate of Northeastern University, Alessandra has a B.A. with a major in History and a minor in Business Administration. She joined The Pathak Group in 2015.

Alessandra pays attention to every detail and facilitates our clients’ business matters with patience, skill, and absolute discretion. With her strong work ethic and interpersonal skills, she serves as a valuable resource for both the team and their clients.

In her free time, Alessandra enjoys traveling and hiking. She loves going to the beach and to concerts with her friends and family. Alessandra lives in South Boston, MA.

*Source: Barron’s “Top 1,000 Advisors,” February 21, 2011, as identified by Barron’s magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Advisors in the Top 1,000 Financial Advisors have a minimum of seven years of financial services experience. Qualitative factors include, but are not limited to, compliance record, interviews with senior management, and philanthropic work. Investment performance is not a criterion. The rating may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance. Neither Morgan Stanley* LLC nor its Financial Advisors pay a fee to Barron’s in exchange for the rating. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved.

**Source: Registered Representative’s “Top 100 Wirehouse Advisors in America,” September, 2009, bases its rankings exclusively on the quantitative criteria of assets under management.  This year's list of Top 100 Wirehouse Advisors in America was created by Discovery Database, an online database of financial service intermediaries published by the Financial Information Group of Shrewsburry, N.J. Nominations by Financial Advisors were accepted.  The ranking is not indicative of the Financial Advisor's future performance.  Morgan Stanley* does not pay a fee to Registered Representative in exchange for the ranking.

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