bashar amad, cfa


I'm a cfa charterholder...

And I have over 22 years of professional working experience in investment management. I started my career in consultancy before I obtained my brokerage license and became a licensed broker in 1998. Since then I worked in various local investment banking organizations including Jordinvest, Amwal Invest, Jordan Dubai Capital, and United Financial Investments. currently i am the Acting CEO of Capital investments, a fully fledged investment banking firm and wholly owned subsidiary of Capital Bank.

During my career I was involved in establishing two mutual investment funds in Jordan, Jordan's first endowment fund for a local NGO, and the acquisition and conversion of a specialized lending institution into an Islamic Bank, and the merger of two insurance companies, among many other financial transactions.

Through my career I sat on the boards of directors of many companies including Banks, Insurance, real estate developers, and investment companies. I am also a Board Member of the CFA Society - Jordan.

My passions include scuba diving, hiking, and cooking.

Obtaining the CFA Charter gave me a confidence boost that has helped me in my career and that boost still push me until today
— Bashar Amad, CFA