Shai SalomonShai SalomonExecutive DirectorWealth Advisor
About Shai
Shai Salomon is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management. As a partner of The Salomon Mikell Group, he manages investments for high-net-worth individuals, athletes, business owners, divorcées and finance professionals. Shai leverages his past experiences on the municipal bond trading desk and as a sales manager to offer tailored investment strategies.
Shai has over 15 years of financial industry experience, which 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 advised Wealth Advisors on creating and restructuring 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 Wealth Advisors and $4.7 billion in client assets. After nearly a decade of 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 downtown Chicago with his wife and two daughters. When not spending time with his clients or his family, he enjoys golfing, exercising and traveling.
Insights
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now