Shabana Shah joined our team as Client Operations Associate in November 2020 supporting advisors in client services. They work directly with advisors and other team members in all aspects of the client experience.

Prior to joining North Berkeley Wealth Management, Shabana spent ten years in private wealth management working with RIA firms. Shabana has volunteered with 924 Gilman Street as Secretary and was involved in booking shows at the venue. While there they curated a Zine Festival in 2016.

Born and raised in Hayward, California, Shabana attended California State University Stanislaus, receiving a BA in accounting. While there, they interned for a year at Morgan Stanley. Outside of the office, Shabana runs and enjoys the challenges of distance running. They are involved in the local music scene. Shabana has a dog named Charlotte and a cat named Alex.


Education, Certifications, & Affiliations

  • B.A. in Accounting, California State University Stanislaus

More About Shabana

Outside of work I like to…
run, walk Charlotte, and go for long hikes. I have an interest in skateboarding that began in my senior year of high school where I was the only “fem” boarder in my group. I hung up my skateboard after breaking my wrist in a boarding accident in college and hope to one day return to the sport.

Something you may not know about me…
I am a first-generation Afghan. My parents immigrated here in the 1980s during the Soviet war when the Soviet Union invaded Afghanistan. My family is a part of the larger Bay Area Afghan community. I hope to visit Afghanistan when it is safe to return to the country.