Lucy Shapiro

Lucy Wade Shapiro, CPA, is a Senior Associate at Diversified Trust in Nashville, TN, where she is part of the client service team with a focus on developing and executing wealth strategies for high-net-worth clients. In this capacity, she contributes to comprehensive wealth management solutions, collaborating closely with clients and colleagues to deliver tailored financial and investment planning.

Her investment expertise centers on multi-asset class portfolio construction and wealth strategy, particularly within private client services—spanning equities, fixed income, alternative investments, and integrated tax planning. Shapiro leverages her technical background as a CPA to incorporate sophisticated tax and accounting considerations into her wealth management advice.

Prior to joining Diversified Trust, she held key assurance roles at EY, including Assurance Manager and Assurance Senior, where she specialized in financial reporting and audit for a range of industries. Shapiro holds a Master’s degree in Accounting from Vanderbilt University's Owen Graduate School of Management and a Bachelor of Arts in History from Washington and Lee University, providing her with a strong foundation in both technical financial skills and broad critical thinking.