With more than two decades of experience across capital markets, private equity, wealth management, and entrepreneurship, Jonathan Amoia brings an uncommon breadth and depth to the stewardship of exceptional family wealth. His passion lies in identifying the exact challenges confronting clients and their families, then constructing tailored strategies that address particular circumstances with precision and foresight.
Jonathan specializes in serving multigenerational entrepreneurial families, taking a hands-on approach to designing business succession and transition plans, evaluating public and private investment opportunities, and ensuring that every decision advances both financial objectives and the broader family purpose. He is equally committed to the intergenerational transfer of character, while actively guiding children and grandchildren in financial acumen, and instilling a clear understanding of the intended stewardship of family assets.
A Certified Private Wealth Advisor® (CPWA®) designee through the Yale School of Management, Jonathan also holds designations as a Certified Exit Planning Advisor (CEPA®) and is Certified in Blockchain and Digital Assets (CBDA®). His professional excellence has been consistently recognized by Forbes-Shook, beginning with the Next-Gen Best-In-State Wealth Advisors list in 2019 and continuing through 2025 with repeated inclusion on the Forbes-Shook Best-In-State Wealth Advisors ranking.
Professional Experience
Prior to founding Advocate Wealth, Jonathan Amoia served for 12 years as a Partner in a local investment manager. Further, Jonathan served as Vice President in Citigroup’s investment banking division, where he provided corporate bond trading coverage to 60 institutional clients representing over $1 trillion in investable assets. He has also founded, acquired, and divested closely held businesses, and has held roles in private equity and venture capital—bringing earned, practical knowledge of entrepreneurship, investment banking, and alternative investments to every client relationship.
Education and Academic Leadership
Jonathan received an MBA from the William E. Simon Graduate School of Business at the University of Rochester and a BS from SUNY New Paltz, where he graduated with honors and served as Student Body President.
Community Involvement
Jonathan Amoia is an active member of the Buffalo community and currently serves as a board member of the Buffalo AKG Art Museum, The BISON Children’s Scholarship Fund, and The So Loved.