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
Wealth Planning
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Outlook
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Retirement
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October 15, 2024The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Wealth Planning
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October 15, 2024The term “blended family” can have different meanings for different people. However, planning can go a long way.Read NowWealth Planning
3 new ways to give: How effective donors are driving change
October 28, 2024With big bets, advanced technology and innovative partnerships, major donors are helping transform the philanthropy landscape.Read NowMarkets
Introducing the 29th edition of J.P. Morgan Asset Management’s Long-Term Capital Market Assumptions
October 25, 2024We step back from the “short-termism” of modern finance to review the bigger picture.Read NowCybersecurity
5 ways to boost your kids’ fraud prevention savvy
October 23, 2024With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowMarkets
T-minus 75 'til 2025: What every investor should know
October 18, 2024Does your portfolio need a tune-up? Here are a few sound principles to keep in mind.Read NowInvesting
The agony & the ecstasy
October 18, 2024The risks and rewards of a concentrated stock position.Read NowOutlook
Eye on the Market: The Thucydides cap on the China equity rebound trade
October 17, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, explains what China’s equity rebounds might mean for participants’ returns.Read NowRetirement
The SECURE Act 2.0: Saving for retirement could be easier
October 16, 2024The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read NowWealth Planning
A historical look at Giving Season
October 15, 2024The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowWealth Planning
Planning finances for a blended family
October 15, 2024The term “blended family” can have different meanings for different people. However, planning can go a long way.Read Now
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