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
Is the momentum trade over?
June 5, 2026With momentum dispersion at its widest since 1990, the summer calm could open the door for overlooked sectors. We examine where new leadership may emerge and what it may mean for positioning.Read Now
Jetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2026As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read Now
Business succession planning: Building an effective team
June 4, 2026The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
Where to invest cash to boost its yield
June 1, 2026Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
If the shock doesn’t stick: Mapping out de-escalation
May 29, 2026Markets remain priced for persistent risk, but if tensions with Iran ease, investors could rotate toward unloved and less-owned sectors and regions.Read Now
What is a living trust?
May 27, 2026You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
What motivates borrowers to leverage different lines of credit?
May 26, 2026Learn more about what influences borrowers to leverage different portfolio lines of credit, from seasonal themes to personal financial goals.Read Now
Helping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
The value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowIs the momentum trade over?
June 5, 2026With momentum dispersion at its widest since 1990, the summer calm could open the door for overlooked sectors. We examine where new leadership may emerge and what it may mean for positioning.Read NowJetting off for the season? Avoid these cybersecurity and safety pitfalls
June 5, 2026As you prepare for your next vacation, consider these tips to help safeguard personal and digital security while you travel.Read NowBusiness succession planning: Building an effective team
June 4, 2026The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read NowWhere to invest cash to boost its yield
June 1, 2026Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read NowIf the shock doesn’t stick: Mapping out de-escalation
May 29, 2026Markets remain priced for persistent risk, but if tensions with Iran ease, investors could rotate toward unloved and less-owned sectors and regions.Read NowWhat is a living trust?
May 27, 2026You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read NowWhat motivates borrowers to leverage different lines of credit?
May 26, 2026Learn more about what influences borrowers to leverage different portfolio lines of credit, from seasonal themes to personal financial goals.Read NowHelping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read NowThe value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now