Shelby BlairShelby BlairInvestment Associate
About Shelby
Shelby Blair is an Investment Associate at J.P. Morgan Wealth Management.
Shelby joined the firm in 2023 with her colleagues from First Republic, where she spent four years. In her wide-ranging role, she provides portfolio analytics, rebalancing, reporting, and handles transactions.
Shelby relishes the collaborative aspect of her job, the importance of analytics, and the fast-paced environment. Working alongside colleagues, closely with clients and within portfolios, she feels fortunate to stay in touch with the markets and clients—developing personal and professional relationships that bring meaning to her efforts.
Shelby merged her interests in finance and business at the University of Alabama, earning a B.S. in Finance. Upon graduation, she attended Charles Schwab's training program in Denver. From there, Shelby made her way to San Francisco and First Republic.
Shelby and her husband make their home in Marin County, where she enjoys hiking with her dogs, skiing and cooking.
Insights
Markets
5 things on the horizon for 2025
December 6, 2024From AI infrastructure to the labor market, here’s what interests us about the year ahead.Read Now
Wealth Planning
Selecting the right assets to give to charity
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Wealth Planning
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Retirement
Leaving your job
November 26, 2024Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read NowMarkets
5 things on the horizon for 2025
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Selecting the right assets to give to charity
December 5, 2024If you plan on charitable giving, knowing how to choose the right assets to gift may help you maximize the value of your donations.Read NowBusiness
Understanding business entities
December 5, 2024If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read NowWealth Planning
What is umbrella insurance and why might I need it?
December 5, 2024Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read NowWealth Planning
Your values and hopes: What your loved ones really need to know
December 4, 2024Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read NowWealth Planning
Providing for children with special needs
December 4, 2024It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read NowMarkets
3 things we (and the markets) are grateful for this season
November 27, 2024We’re ending the year on a note of optimism. Here’s why.Read NowWealth Planning
When does it make sense for a trust to own your life insurance policy?
November 27, 2024Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read NowRetirement
Leaving your job
November 26, 2024Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read Now
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