Alex Shapses

Alex Shapses is an experienced financial professional with a diverse background in estate planning and financial advisory services. Currently serving as a Partner at Summit Trail Advisors since February 2021, Alex previously held the position of Partner at Heritage Strategies, LLC from January 2014 to February 2021, where the focus was on actively managing affluent families and individuals' estate plans. Prior roles include Consultant at Institutional Life Services and Managing Director at Dearborn Capital Partners, which specialized in managing a life settlement pool. Alex began a career in finance as a Financial Advisor at Further Laner Asset Management. Academic credentials include a Certified Financial Planner designation from New York University and a Bachelor’s degree in Finance and Organization Management from Emory University.