Jonathan Amoia

About Jonathan Amoia

For over two decades, Jonathan Amoia, a certified private wealth advisor, has embodied exceptional qualities of professionalism and leadership in diverse roles across the financial industry. Amoia serves as Founder and Managing Director at Advocate Wealth, a private wealth boutique offering comprehensive, integrated services: strategic financial advice and planning, curated investment selection and oversight, tax-aware estate coordination, succession and exit planning, financial heir coaching, family office solutions, and thoughtful next-generation wealth transitions.

Going beyond a passion for the world of finance, Jonathan has demonstrated a commitment to helping families navigate intergenerational wealth planning. A principled professional and influential leader, Jonathan is firmly anchored in his mission to address the deeper issues of ultimate purpose and potential conflicts that arise in multi-generational high-net-worth families.

Jonathan’s exemplary leadership journey can be traced back to his days at SUNY New Paltz. As a Student Body President, he displayed a keen sense of responsibility and dedicated service, earning his B.S. with honors, thereby laying the foundation of a dedicated career of service to follow. Furthering his education, Jonathan acquired an MBA from the William E. Simon Graduate School of Business at the University of Rochester.

Jonathan’s foray into financial services was characterized by the same professionalism and leadership that defined his academic journey. Starting his career with one of the leading global banks – Citigroup – Jonathan managed trading responsibilities for over 60 institutional clients, representing over one trillion dollars of investable assets. The success he found at Citigroup was only a precursor to more significant roles that were yet to come.