Paul Shapero

Senior Vice President, Business Management

Bethesda, MD
Paul Shapero
Focus Areas

Business Management for Athletes
Business Management for Non-Profits & Companies

Client Specialty

Business Owners
Professionals
Athletes

As Director of Family Office Services, Paul leads a team of financial professionals who provide family office and financial management services to current and retired sports professionals, entertainers, individuals and families. Acting as their personal CFO, Paul and his team manage their day-to-day financial responsibilities, including bills, mortgages, contracts, 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 served as the Director of Family Office Services at Bridgewater Wealth & Financial Management prior to merging with The Colony Group at the beginning of 2018.

Paul earned a Bachelor of Science 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.

Published Insights

THE COLONY GROUP ANNOUNCES PROMOTION OF SEVEN NEW PRINCIPALS

The Colony Group, an independent, national wealth and business management firm with approximately $20 billion in assets under management, is pleased to announce the promotion of seven new principals:...

5 Steps to Get Yourself Financially Organized

Want to get your own financial house in order? Here’s how to get organized  and stay organized once and for...