About Me
For over two decades, Jonathan Amoia, a certified private wealth advisor, has exemplified exceptional professionalism and leadership in various roles within the financial sector. His passion extends beyond finance, as he dedicates himself to assisting families in managing intergenerational wealth. A conscientious individual and an influential figure, his mission is to delve into the deeper aspects of ultimate purpose and to address potential conflicts in multi-generational, high-net-worth families.
His remarkable journey as a leader began at SUNY New Paltz. Serving as the Student Body President, he showcased a profound sense of responsibility and commitment, earning his B.S. with honors. This foundation paved the way for a career marked by service. He further enhanced his education with an MBA from the William E. Simon Graduate School of Business at the University of Rochester.
His entry into the financial services industry was marked by the same professionalism and leadership evident in his academic pursuits. His career commenced at Citigroup, a leading global bank, where he managed trading responsibilities for over 60 institutional clients, representing more than a trillion dollars in investable assets. His tenure at Citigroup set the stage for more significant roles in his future.
In 2014, Jonathan joined Sandhill as a Partner and Managing Director. He continues demonstrating his leadership abilities there, helping clients navigate their unique circumstances. His approach is centered around devising personalized strategies for wealth generation and ensuring that future generations understand the values and purposes of family assets.
He has further solidified his expertise in private wealth management for entrepreneurial families by obtaining the Certified Private Wealth Advisor® (CPWA®) designation from the Yale School of Management and the Certified Exit Planning Advisor (CEPA®) designation from the Exit Planning Institute. His professional excellence has been recognized in Forbes’ Next-Gen Best-In-State Wealth Advisors’ lists in 2019 and ‘Best-In-State Wealth Advisors’ in 2021 and 2023.
Outside of work, he is a devoted single father of three, balancing the bustling schedules of his children. His limited free time is dedicated to his family, where he also exemplifies his leadership skills.
Despite his busy professional life, he makes time to contribute to his local community in Buffalo, NY. His volunteer work reflects his thoughtful leadership and community-oriented mindset.
Jonathan Amoia’s biography showcases a man with immense professional skill and unwavering leadership, inspiring those who encounter him through his steadfast dedication to wealth management and commitment to his community.
from the blog
