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 and Economy
December 2025 CPI report released: What the data means and how it might affect interest rates
January 13, 2026December's Consumer Price Index (CPI) release added fresh insight on inflation at year-end. Here's what recent price trends and a weaker job market may signal for the Federal Reserve and investors in 2026.Read Now
Markets and Economy
What the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read Now
Wealth Planning
Asset protection
January 9, 2026Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Markets and Economy
Expansion mode: 3 signs of resilience in the US economy
January 9, 2026Despite the risks, we’re seeing favorable conditions for the U.S. economy. Here’s why we’re leaning pro-growth in 2026.Read Now
Investing
What to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read Now
Wealth Planning
How to include your grandchild in your financial plan
January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read Now
Wealth Planning
Four beneficiaries of wealth
January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read Now
Technology
How advances in artificial intelligence may change health care
January 5, 2026Artificial intelligence has the potential to transform health care, and drug discovery and diagnostics are two areas that could benefit. Learn more here.Read Now
Wealth Planning
When does it make sense for a trust to own your life insurance policy?
December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read NowMarkets and Economy
December 2025 CPI report released: What the data means and how it might affect interest rates
January 13, 2026December's Consumer Price Index (CPI) release added fresh insight on inflation at year-end. Here's what recent price trends and a weaker job market may signal for the Federal Reserve and investors in 2026.Read NowMarkets and Economy
What the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read NowWealth Planning
Asset protection
January 9, 2026Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowMarkets and Economy
Expansion mode: 3 signs of resilience in the US economy
January 9, 2026Despite the risks, we’re seeing favorable conditions for the U.S. economy. Here’s why we’re leaning pro-growth in 2026.Read NowInvesting
What to do with your year-end bonus in a changing interest rate environment
January 6, 2026Even as interest rates change, you can put your year-end bonus to work with a mix of liquidity options that may help you preserve capital and potentially earn income in the short term.Read NowWealth Planning
How to include your grandchild in your financial plan
January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read NowWealth Planning
Four beneficiaries of wealth
January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read NowTechnology
How advances in artificial intelligence may change health care
January 5, 2026Artificial intelligence has the potential to transform health care, and drug discovery and diagnostics are two areas that could benefit. Learn more here.Read NowWealth Planning
When does it make sense for a trust to own your life insurance policy?
December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read Now
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