David AmarDavid Amar, CFA®Managing DirectorWealth Partner
About David
David Amar is a Wealth Partner and Managing Director at J.P. Morgan Wealth Management.
As the leader of The Amar Group, David works with a limited number of successful individuals and families, supporting their efforts to grow, preserve and transfer their wealth more effectively. He draws on more than 30 years of experience, offering the knowledge he has gained from advising an accomplished clientele.
Clients throughout the United States look to David and his team for their ability to navigate the complexities that substantial wealth can pose. The team’s relationships are deep, supporting a select group of clients in gaining a more purposeful direction for their finances. Clients include wealth creators, senior executives, entrepreneurs, family offices, foundations, sports executives and entertainment professionals. To each of these relationships, David serves as a trusted guide, helping clients weigh decisions, capitalize on opportunities and take steady action in nurturing their aspirations.
Prior to re-joining J.P. Morgan, David was a Partner at William Blair, where he served for more than six years. His experience also includes six years at Merrill Lynch, where he was a Managing Director, and more than ten years with J.P. Morgan, where he was also a Managing Director and Head of the Atlanta office for the Private Bank. David began his career in 1996 at Arthur Andersen.
David earned his B.S. from the Martin J. Whitman School of Management at Syracuse University and holds the Chartered Financial Analyst® designation. He formerly practiced as a Certified Public Accountant (CPA).
Committed to giving back, David is a long-time Board Member of ImpactIsrael, which sponsors a residential high school atop Mount Carmel that provides a home, education and emotional support for atrisk youth from around the world. Previously, he served for ten years on the Board of Goodwill Industries International.
David is married and has three sons. In his free time, he enjoys golf and skiing. A barbecue enthusiast, he and his sons have been known to keep nighttime vigils by the smoker.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Insights
Emerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read Now
The art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
A balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read Now
The defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read Now
When disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Why cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
The global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Common financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read NowEmerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowWhy cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowThe global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowCommon financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now