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Neil Amor, CFA®
Senior Managing Director, Wealth Management
Neil Amor develops and manages client relationships, bringing a broad array of investment services to meet the needs of high-net-worth families and small businesses.
As a founding shareholder and wealth advisor, Neil becomes intimately acquainted with the specific objectives and needs of his clients, then delivers proven financial planning solutions to assist in meeting these goals. Neil is also responsible for developing and managing the firm’s Quality Growth equity strategy. Formerly a member of the Investment Committee, Neil has a deep understanding of capital markets, asset classes, and investments, which is invaluable when building and managing investment portfolios for clients.
Neil joined FirstSun Advisors (formerly First Foundation Advisors) in 1997 and has over 30 years of professional experience in the investment field. He previously worked for the Ayco Company developing comprehensive financial plans for corporate executives of Fortune 500 companies. In addition to investment management for individuals, Neil’s previous experience includes institutional investment management. He worked in the pension investment area of Pacific Life Insurance Company.
Neil served on the Business Advisory Board of The Child Abuse Prevention Center and is a former Board Member of The Council on Aging of Orange County. Neil is a Chartered Financial Analyst (CFA®) charterholder, earned his Bachelor of Arts degree in Economics from the University of California, Irvine, and earned his MBA from Chapman University.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if FirstSun Advisors is engaged, or continues to be engaged, to provide investment advisory services.
Investment advisory services are offered through First Foundation Advisors, an SEC-registered investment adviser. FirstSun Advisors is a tradename used by First Foundation Advisors as it works to integrate names following its merger into the FirstSun Capital Bancorp family of brands. Registration with the SEC does not imply a certain level of skill or training. Investments and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested. FirstSun Advisors is a wholly owned subsidiary of FirstSun Capital Bancorp.