Alex Shapses

Alex Shapses is a Partner at Summit Trail Advisors in New York, where he leads financial planning and advisory services for ultra-high-net-worth clients. His responsibilities include developing comprehensive wealth strategies, overseeing complex estate planning, and optimizing insurance portfolios as financial assets, with a client base concentrated in the Northeast, Colorado, and Florida. He works mainly with multi-generational real estate families, private equity and hedge fund executives, business owners, and single-family offices, specializing in dynamic planning and family office capabilities for clients with average net worths around $150 million.

Alex's career spans over two decades and includes leadership roles such as Partner at Heritage Strategies, LLC, and Consultant at Institutional Life Services, as well as managing director and co-founder roles at Dearborn Capital Partners, where he aggregated and managed more than $1.5 billion in life settlement portfolios. His expertise covers estate planning, equity structures, asset-backed insurance strategies, and structuring insurance as an institutional asset class, frequently advising on portfolio and block trading for private equity and hedge fund relationships.

He holds a Certified Financial Planner™ (CFP®) designation from New York University and a Bachelor's degree in Finance and Organization Management from Emory University. Shapses also maintains multiple financial licenses, including Life and Health Insurance, Property and Casualty Insurance, Life Settlement Broker, and Series 7 licenses, underscoring his deep technical knowledge and ability to serve highly sophisticated UHNW clientele.