About Me
Jonathan Amoia, a certified private wealth advisor, has embodied exceptional professionalism and leadership in diverse roles across the financial industry for over two decades. Beyond a passion for finance, he is committed to helping families navigate intergenerational wealth planning. A conscientious professional and an influential leader, he 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.
The Making of a Financial Leader
His exemplary leadership journey can be traced 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 and laying the foundation for a reliable service career. Furthering his education, he acquired an MBA from the William E. Simon Graduate School of Business at the University of Rochester.
Impressive Career in Financial Services
His 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 – he 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 circumstances. His focus revolves around creating personalized strategies for wealth generation and ensuring that future generations understand the values and purposes of family assets.
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, he 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 – his consistent display of professional expertise and leadership is a testament to his dedication to the financial industry.
The Busyness of Family and Free Time
He, the proud single father of three, spends his non-working hours devotedly managing the busy schedules of his children. His free time, though limited, is always spent in the service of his family, effectively displaying his leadership abilities on the home front as well.
Community Involvement: A Leader Giving Back
Despite his professional commitments, he finds time to serve his local community of Buffalo, NY. His passion for volunteering reflects his thoughtful leadership and community-oriented spirit.
Jonathan Amoia’s biography paints the picture of a man of immense professional acumen and dedicated leadership. His unyielding dedication to wealth management and steadfast commitment to his community serve as an inspiration to those who cross his path.
