profile

David M. Amar

Managing Director, Wealth Advisor Walsh Amar & Associates

About David

David Amar is a managing director and 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.

Credentials

CFA

Education

Syracuse University, B.S.

About William Blair

William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*

*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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