Shai SalomonShai SalomonExecutive DirectorWealth Advisor
About Shai
Shai Salomon is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.
As a distinguished partner at The Salomon Mikell Group, Shai oversees investment portfolios for a select clientele comprised of ultra-high-net-worth families, accomplished business owners, financial professionals and individuals navigating divorce and other life events. They benefit from his value-added experience formed while in the tax-exempt, fixed income division at UBS, where he focused his attention on municipal bond trading. This distinctive background, combined with his wealth management field leadership, enables him to navigate the full capabilities of J.P. Morgan to craft bespoke investment strategies meticulously tailored to address the needs of each client.
Shai has over 15 years of financial industry experience that began with a role as a junior advisor for Dean Witter. Seeking exposure to fixed income, he joined UBS, and as a Municipal Bond Portfolio Specialist, Shai guided financial advisors to create and restructure portfolios aimed at aligning characteristics with client objectives, risk tolerance, performance and current market conditions. He transitioned to the UBS Institutional Municipal Desk, where he coordinated efforts with institutional accounts and traders to provide liquidity for buy-side accounts with par values exceeding $1 billion daily.
In 2008, Shai became the Complex Sales Manager with UBS in Chicago, where he was responsible for the day-to-day management of 90 Financial Advisors and $4.7 billion in client assets. After nearly a decade coaching Advisors to deliver outstanding service to their clients, Shai joined the wealth management division of Morgan Stanley to apply these skills directly as a Wealth Advisor. He moved to J.P. Morgan in 2016 to offer clients access to the global financial resources of the firm.
Shai graduated from Long Island University with a B.S. in Biology. He lives in Glencoe, Illinois, with his wife and two daughters. When not spending time with his clients or his family, he enjoys golfing, exercising and traveling.
Insights
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