Amir H. Kompanian
Rooted in a family enterprise, I saw firsthand the accountability required to build something enduring. I earned an undergraduate degree in Management Information Systems and an M.B.A., complemented by academic programs at leading European business schools.
Professionally, I began my career in private equity in Istanbul before relocating to the United States in 2014. After launching a start-up, I moved to Southern California and joined Bank of America and Merrill Lynch Wealth Management in 2015. Having lived in six countries across multiple cities, I bring a global perspective and cultural fluency that I feel resonates with accomplished clients—particularly those with international ties, complex financial lives, or high standards for discretion and execution.
Tailored Portfolio Design
Your portfolio is crafted to reflect who you are—your interests, background, experience, beliefs, and cultural preferences. We take the time to understand what matters most to you and design an investment strategy aligned with your unique perspective.
Comprehensive Wealth Management & Planning
We provide holistic wealth management that keeps your long‑term vision at the center while addressing the details of your day‑to‑day financial life. From customized portfolio design to cash‑flow planning and lifestyle preservation, we help ensure every part of your financial world works together seamlessly.
Estate Planning Strategies & Wealth Transfer Strategies
A thoughtful estate and wealth transfer plan empowers you to shape your legacy with intention—creating lasting benefits for the people and causes that matter most. By gaining a deep understanding of your goals and working collaboratively with Merrill trust and insurance specialists, as well as your estate planning attorney, we can share best practices from families with similar profiles and help you explore strategies designed to:
- Provide for the individuals and organizations you care about
- Reduce the emotional and administrative burden on loved ones during incapacity or after your passing
- Preserve and distribute your assets in alignment with your wishes
- Avoid probate and the associated cost, delay, and public disclosure
- Pass on not only your wealth, but the values and principles that guided you in building it
Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
