About

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.

Empowering Families with Sandhill

In 2014, Jonathan embarked on a value-driven journey with Sandhill. As a Partner and Managing Director, he continually showcases his leadership skills, helping clients address their unique set of circumstances. His focus revolves around creating personalized strategies not only for wealth generation but also to ensure that the values and purposes of family assets are well understood by future generations.

Building Expertise: Certifications and Recognitions

Earning his Certified Private Wealth Advisor® (CPWA®) designation from the Yale School of Management and Certified Exit Planning Advisor (CEPA®) designation from the Exit Planning Institute, Jonathan has continued to fortify his niche in private wealth management focused on entrepreneurial families. Recognized on two separate Forbes lists – ‘Next-Gen Best-In-State Wealth Advisors’ in 2019 and ‘Best-In-State Wealth Advisors’ in both 2021 and 2023 – Jonathan’s consistent display of professional expertise and leadership stands as a testament to his dedication to the financial industry.

Community Involvement: A Leader Giving Back

Despite his professional commitments, Jonathan finds time to serve his local community of Buffalo, NY, and serves as a board member for several local organizations.   His passion for community is a reflection of his thoughtful leadership and community-oriented spirit.

Jonathan Amoia’s biography paints the picture of a man of dedicated professional acumen and committed service. His unyielding dedication to wealth management and steadfast commitment to his community serve as an inspiration to those who cross his path.