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
The impact of holding a concentrated stock position
November 2, 2026A concentrated stock position can add risk to your portfolio and may be difficult to sell. Learn questions to discuss with your advisor if you’re considering diversification.Read Now
How do midterm elections affect the stock market? What history shows
November 2, 2026How do midterm elections affect the stock market? Explore historical returns, election-year volatility and what investors should know ahead of the 2026 midterms.Read Now
What to do with inheritance money: Managing cash, securities and gifting strategies
October 30, 2026Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read Now
Healthcare and long-term care options during retirement: A guide
October 30, 2026Navigating paying for healthcare, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read Now
Medicare and retirement: How to prepare for enrollment
October 30, 2026As you near 65, you may be preparing for Medicare enrollment. Here’s a guide to timing, eligibility, employer coverage coordination and other key considerations.Read Now
Jumping hurdles: The race to year end
October 30, 2026Despite a crowded risk calendar, breadth and historical outperformance set the U.S. stock market up for outsized returns after the midterm elections.Read Now
Kevin Warsh vows ‘no ifs, ands or buts’ on delivering price stability as Fed holds rates in October
October 28, 2026The Fed held rates steady in October, but the inflation fight isn’t over. Key takeaways for investors on what it means for borrowing costs, cash yields and markets.Read Now
AI spending is booming. So why isn’t the US economy growing faster?
October 28, 2026AI spending is booming, but U.S. growth hasn’t accelerated. Imported hardware can offset GDP gains, and AI capex may crowd out other investment as rates rise.Read Now
How to retire early using a ‘bridge fund’ with after-tax savings
October 28, 2026Want to join FIRE? Learn how to bridge the gap between early retirement and access to retirement accounts with smart investing, tax-efficient strategies and withdrawal planning.Read NowThe impact of holding a concentrated stock position
November 2, 2026A concentrated stock position can add risk to your portfolio and may be difficult to sell. Learn questions to discuss with your advisor if you’re considering diversification.Read NowHow do midterm elections affect the stock market? What history shows
November 2, 2026How do midterm elections affect the stock market? Explore historical returns, election-year volatility and what investors should know ahead of the 2026 midterms.Read NowWhat to do with inheritance money: Managing cash, securities and gifting strategies
October 30, 2026Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read NowHealthcare and long-term care options during retirement: A guide
October 30, 2026Navigating paying for healthcare, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowMedicare and retirement: How to prepare for enrollment
October 30, 2026As you near 65, you may be preparing for Medicare enrollment. Here’s a guide to timing, eligibility, employer coverage coordination and other key considerations.Read NowJumping hurdles: The race to year end
October 30, 2026Despite a crowded risk calendar, breadth and historical outperformance set the U.S. stock market up for outsized returns after the midterm elections.Read NowKevin Warsh vows ‘no ifs, ands or buts’ on delivering price stability as Fed holds rates in October
October 28, 2026The Fed held rates steady in October, but the inflation fight isn’t over. Key takeaways for investors on what it means for borrowing costs, cash yields and markets.Read NowAI spending is booming. So why isn’t the US economy growing faster?
October 28, 2026AI spending is booming, but U.S. growth hasn’t accelerated. Imported hardware can offset GDP gains, and AI capex may crowd out other investment as rates rise.Read NowHow to retire early using a ‘bridge fund’ with after-tax savings
October 28, 2026Want to join FIRE? Learn how to bridge the gap between early retirement and access to retirement accounts with smart investing, tax-efficient strategies and withdrawal planning.Read Now