Bridget Shapansky, JD

Senior Financial Planner
Bridget Shapansky, JD

Senior Financial Planner

Bridget Shapansky, JD

Bridget Shapansky brings more than 20 years of experience in tax strategy, wealth planning, and complex financial transactions for individuals, families, and business entities. Her background spans roles in global financial services, Big Four accounting, private practice at top law firms, as well as advisory work for family offices and entrepreneurial clients. She is known for pairing technical precision with practical guidance, making even the most complicated topics approachable.


Prior to joining Socha Capital, Bridget served as Assistant General Counsel at a Fortune 250 financial services company, where she provided strategic counsel on M&A, crossborder tax and capital planning, executive compensation, and various investment transactions in securities and real estate. Earlier in her career, Bridget advised high-net-worth individuals, business owners, and family offices on estate planning, wealth-transfer strategies, business succession, and tax-efficient investment structuring. Her work has consistently focused on aligning financial decisions with clients’ broader objectives, while managing risk and regulatory complexity.


Outside of her professional work, Bridget is deeply rooted in her local community through her service in leadership roles with numerous nonprofit, education, and civic organizations. As a testament to her professional and civic leadership, she was recognized as a Business Record “40 Under 40” honoree.


Whether serving on a board or working closely with clients, Bridget brings a consistent sense of stewardship, curiosity, and longterm perspective to every interaction. At Socha Capital, she draws on these qualities—along with deep legal, tax, and financial planning experience—to help clients make clear, confident decisions and build lasting financial legacies.


Credentials:

  • Bachelor of Arts in Accounting from College of St. Benedict/St. John’s University
  • Juris Doctor, with a Business Law Concentration, from Gonzaga University School of Law
  • Master of Laws in Taxation, with Honors, from Northwestern University School of Law

Areas of Expertise:

  • Advanced Tax Strategy
  • Business Strategy and Planning
  • Personal Wealth Protection
  • Multi-Generational Wealth Planning
  • Risk Management