After graduating from Long Island University with a B.S. in Biology, I entered the financial services industry as a junior advisor at a small regional firm followed by Dean Witter. Pursuing my passion for financial markets, I moved to the Salomon Brothers capital markets trading floor and later the preferred securities trading desk. Seeking exposure to other fixed income asset classes, I moved to UBS as a Municipal Bond Trading Assistant and was promoted to Municipal Bond Portfolio Specialist.
As a Municipal Bond Portfolio Specialist, I advised Financial Advisors on creating and restructuring municipal bond portfolios aimed at aligning portfolio characteristics with client objectives, risk tolerance, performance, and current market conditions. After six years as a Portfolio Specialist, I transitioned to the UBS Institutional Municipal Desk where I coordinated efforts with institutional accounts and institutional traders to provide liquidity for buy side accounts with par value exceeding $1 billion daily.
In 2008 I was promoted to Complex Sales Manager with UBS in Chicago where I was responsible for the day to day management of 90 Financial Advisors and $4.7 billion in client assets. I led our coaching and training efforts around financial planning and the client experience.
After nearly a decade of helping financial advisors service their clients, I pursued an opportunity to join Morgan Stanley* as a Financial Advisor.
I was born in Beersheba, Israel and moved to America when I was eight years old. Together with my parents and brother, we relocated to Long Island, New York where they still reside. After living my adult life in New York City, I moved to Chicago in 2008. My wife and I live in downtown Chicago and love living in the Midwest.
Education & Licensing:
University of Maryland at College Park
Long Island University C.W. Post Campus – B.S. in Biology 1995
Series 7, 63, 66, 9, Life, Accident and Health Insurance
Fluent in Hebrew
Wealth Management – Financial Planning
Insurance & Annuities
ISCD Israel Sport Center for the Disabled
FIDF Friends of the Israel Defense Forces
JUF Jewish United Fund
The investments listed may not be suitable for all investors. Morgan Stanley* LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley*'s licensed insurance agency affiliates.
to see Shai Salomon's licenses and state registrations.
Shai Salomon is licensed in the following state(s):
Securities Agent: AZ, CA, FL, IL, MA, NJ, NV, NY, OR, RI, TN;
General Securities Representative;
Investment Advisor Representative;
Investments services are offered through Morgan Stanley Smith Barney LLC, member SIPC.
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