Shane T. Fox,
CRPC®, CPFA, CFP®
Founder I Managing Partner
Shane is a Founder and Managing Partner at Ausperity Private Wealth. Since becoming an advisor in 2012, Shane has focused on creating customized investment strategies and financial plans for individuals, families, and businesses. He finds great fulfillment in helping clients, especially company executives, pursue their goals through personalized planning, building strong relationships, and trust. Since founding Ausperity Private Wealth, Shane has been driven by a desire to offer better outcomes, blending financial proficiency with a personal touch. He is dedicated to making a positive impact on his clients’ lives, recognizing the unique opportunity to shape their financial futures.
Before co-founding Ausperity, Shane started his career as a financial advisor at Merrill Lynch Wealth Management, where he teamed up with one of Ausperity’s future founders, Rory O’Hara. He has earned industry recognition for his excellence, including ranking #41 in AdvisorHub’s 50 Advisors to Watch (Under $1B) list in 2022 and #24 in their 50 Next Gen Advisors to Watch* list for 2023. Most recently, he ranked #34 in AdvisorHub’s 1000 Advisors to Watch* list for 2024 and ranked #57 on Forbes Top Next-Gen Wealth Advisors.
Shane earned his bachelor’s degree in finance from Fordham University (where he was a three-year varsity baseball player) and holds the Certified Plan Fiduciary Advisor (CPFA®), Chartered Retirement Planning Counselor™, CRPC™, and CERTIFIED FINANCIAL PLANNER®, CFP® designations. He grew up in Mount Laurel, New Jersey, but now lives in the Old City neighborhood of Philadelphia and enjoys golfing at Riverton Country Club and exploring the area’s culinary scene. Shane is also a passionate supporter of the Leukemia and Lymphoma Society, having survived Acute Lymphocytic Leukemia (ALL), and stays active in various fundraisers and events. Outside of work, he’s a dedicated Philly sports fan and loves spending time with his fiancé Jillian, friends, dogs, and family. To learn more about Shane, connect with him on LinkedIn.
*AdvisorHub’s 50 Advisors to Watch Under $1B (2022), created by AdvisorHub. No fees were paid to be considered or to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary.
*AdvisorHub’s 1000 Advisors to Watch 100 Next Gen (2024), created by AdvisorHub. No fees were paid to be considered or to hold out marketing materials. Not indicative of advisor's future performance. Your experience may vary.
