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Paul Shapero

Paul Shapero

Director of Family Office Services


Paul provides financial management services to individuals and families. Acting as a personal accountant, Paul manages clients’ day-to-day financial responsibilities, including bills, mortgages, budgeting, and monthly spending and cash flow reporting. He combines his accounting skills with a natural ability to anticipate future possibilities to create positive client outcomes. He loves the diversity of his work, and prides himself in providing excellent client service.

Paul holds a BS in accounting from University College at the University of Maryland.  A fitness enthusiast, when he’s not crunching numbers, he’s likely crunching his abs.

Fun Fact

One of his favorite quotes is, “No matter how rocky the seas, the ship must come in.” Sounds like something Paul might say, don’t you think?

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Paul Shapero