Shayan JalaliShayan Jalali, CIMA®Vice PresidentInvestment Associate
About Shayan
Shayan Jalali is a Vice President and Investment Associate at J.P. Morgan Wealth Management.
Shayan is dedicated to serving the needs of business executives and private families. Working closely with clients' attorneys and accountants, he provides comprehensive wealth planning, portfolio design, and implementation support to high-net-worth and ultra high-net-worth clients, bringing warmth, attentiveness, and professionalism to every interaction. Shayan also serves on the team's Investment Committee, where he helps oversee investment strategy and implementation.
Shayan graduated with a B.S. in International Business and Psychology from Palm Beach Atlantic University, where he served as President of the Sigma Beta Delta honor society. He began his career as an intern in the Private Wealth Management division of UBS and went on to earn an M.B.A. from the University of Florida.
Committed to continuous professional growth, Shayan earned the CIMA® and CPWA® designations through the Yale School of Management and the Investments & Wealth Institute®. He holds FINRA Series 7 and 66 securities licenses.
Shayan lives in Cambridge, Massachusetts, with his wife, Lauren, and son, Arthur. In his free time, he enjoys exercising outdoors, running, reading, and practicing Tai Chi.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully complete The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.
Insights
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