Our Team
A dedicated team with experience in accounting, compliance, financial & portfolio management — applied directly to family offices, SPVs, funds, and individual investors.
Paul Zahlan founded Boulos Advisory to bring institutional-grade operational and financial infrastructure to family offices, SPVs, funds, and individual investors alike. Across more than a decade in accounting, compliance, credit analysis, and fund administration, he has repeatedly built the systems and controls that let capital move with confidence — and now brings that discipline directly to the clients he serves.
He began his career in audit at Ernst & Young in Beirut, examining the financial and operational frameworks of clients across retail, insurance, and manufacturing. In the years since, he has worked across the financial-services industry — spanning venture capital, real estate investment, banking software, and collateral-based funding — taking on a broader mandate at each firm and continually sharpening his skills in accounting, operations, and controls.
That path culminated at 1970 Group, where, as VP of Compliance & Operations and Senior Accountant, he managed a letter-of-credit portfolio exceeding $1 billion across numerous banks and lenders, built the compliance department from the ground up, and designed a proprietary system for forecasting, revenue recognition, covenant tracking, and portfolio stress testing. This blend of hands-on accounting, portfolio oversight, and systems-building is the foundation on which Boulos Advisory is built.
His focus is straightforward: protect each client's assets, sharpen their view of liquidity and leverage, and free them to concentrate on the decisions that only they can make.
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