Rishabh Shah

Rishabh Shah is an Associate at Windsor Advisory Group in Westerville, OH, where he works with clients on optimizing wealth strategies across areas such as investment management, estate planning, and holistic family office services. At Windsor, he contributes to research, asset allocation, and client reporting, serving high-net-worth individuals and families with tailored financial solutions. His role requires analytical rigor and a client-first mentality, supporting investments across public and private markets with a focus on multi-asset portfolios and tax efficiency.

Prior to joining Windsor Advisory Group, Rishabh gained experience as a private tutor at Wyzant and as a non-credit instructor at Columbus State Community College, honing his ability to communicate complex financial concepts and mentor students in quantitative disciplines. His background includes expertise in actuarial science and finance, which complements his analytical role in investment advisory.

Rishabh holds a Specialized Master of Finance from The Ohio State University Fisher College of Business, a Bachelor of Science in Actuarial Science from The Ohio State University, and an Associate of Science in Actuarial Science from Columbus State Community College. His academic foundation equips him with advanced skills in quantitative analysis, risk assessment, and strategic investment planning for diverse asset classes.