Meet Zack
Zack is a Sr. Wealth Advisor based in San Francisco, California. He joined Mercer Advisors after serving as Private Wealth Advisor for Bernstein Private Wealth Management. Prior, he served as Forensic Accountant for Jones, Schiller & Littman LLP and Private Wealth Advisor at Morgan Stanley Private Wealth Management. He began his wealth management career in 1998. Zack is a CERTIFIED FINANCIAL PLANNER® professional. He earned a B.A. degree in economics and international relations from Boston University.
Zack’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Zack has focused experience in these areas:
- Multi-generational planning that aligns with your values and minimizes tax impact
- Support for business owners, from growth and succession to liquidity events and legacy planning
- Financial strategy for clients who are divorced and divorcing, including asset division and long-term planning
- For business owners, advice on selling your business to help maximize value — and plan what comes next
- Supporting nonprofit organizations with investment management, governing, and growth strategies to help advance their mission
His working style
Zack’s approach is rooted in deep listening, thoughtful questions, and clear communication. He takes time to understand the person behind the numbers, creating a comfortable space for honest conversations about money. He explains complex topics with relatable stories, analogies, and visuals so clients feel informed and confident — not overwhelmed. And with decades of guiding people through major decisions, market cycles, and life transitions, he brings perspective that helps clients anticipate challenges and avoid missteps. Grounded in long‑term thinking, Zack helps clients look beyond short‑term pressures, understand tradeoffs, and make decisions built to last.
Zack in real life
What keeps you busy outside of work?
Outside of work, I’m usually in the air or in the water. I’m a private pilot and love flying, and I’m excited to start teaching my two kids who’ve taken an interest. I’m also an open water swimmer — it’s my reset button and a great reminder that steady effort over time goes a long way.
Any words you try to live by?
I’m drawn to the idea that many of life’s problems come from our inability to simply sit still and be present. Not every situation requires immediate action — sometimes slowing down, observing and responding thoughtfully leads to better decisions.
How do you give back?
I’m a fourth generation Bay Area native who grew up working at my father’s accounting practice in San Francisco’s Tenderloin, where I saw firsthand the challenges many seniors face. For many years I’ve served on the board of Curry Senior Center, a nonprofit providing medical care and wraparound services to at-risk seniors in the neighborhood, including seven years as treasurer. It’s hands on work supporting an organization focused on dignity, stability, and care — for a community that’s often overlooked.
Ready to learn more?
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