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Market Commentary
How We Think About the Risks of Private Markets Investing: Insights From Our CIO
July 18, 2025
Zubin Shah
Financial Planner
CFP®, MPAS, APMA
zshah@merceradvisors.com
Zubin is a CERTIFIED FINANCIAL PLANNER® Professional and Accredited Portfolio Management Advisor℠ with more than nine years of experience in tax and financial planning. He specializes in helping clients understand complex tax laws, optimize wealth, and minimize liabilities.
His expertise extends to multi-generational wealth transfer and estate planning. His in-depth knowledge and strategic approach enable clients to efficiently manage assets and achieve their financial goals with clarity and confidence.
Zubin joined Vishria Bird Financial Group which merged with Mercer Advisors in 2025. Prior to that, he worked at BlackSoil Capital.
He holds a Master of Science in personal financial planning from the College of Financial Planning and has a strong foundation in creating tailored, goal-oriented financial plans.
Outside of work, Zubin enjoys traveling and spending time with his family. He values building trusted relationships with clients and helping them make informed financial decisions across generations.