David Amar, managing director, is a wealth advisor in William Blair’s Private Wealth Management group. He has been in the financial services industry since 1996. Before joining William Blair, David was with Merrill Lynch and J.P. Morgan, where he held multiple roles, including head of J.P. Morgan’s Atlanta office, and led a significant business expansion in the southeastern United States. David formerly practiced as a CPA at Arthur Andersen L.L.P., where he specialized in the use and taxation of sophisticated financial instruments for optimizing a client’s investment portfolio. David is a Chartered Financial Analyst and is an active member of the CFA Institute. In addition, he is an active member of the American Institute of Certified Public Accountants. David earned a B.S. in accounting from Syracuse University. He serves on the boards of Impact Israel and Goodwill Southern California.
Year William Blair was founded
Independent and employee-owned
Companies under coverage
As of March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.