Jonathan Amoia
Jonathan Amoia has been a figure of excellence and leadership in the financial industry for over twenty years. His career reflects a profound knowledge of finance and a deep-seated commitment to assisting families in navigating the complexities of intergenerational wealth management. As a distinguished professional and visionary leader, he adeptly handles the multifaceted challenges and potential conflicts encountered by affluent families spanning multiple generations.
His ascent into leadership began at SUNY New Paltz, where, as the Student Body President, he established a strong foundation for his professional life, graduating with honors. During this period of dedication and pursuit of excellence, he seamlessly transitioned into further education, where he obtained an MBA from the William E. Simon Graduate School of Business at the University of Rochester.
He began his illustrious career at Citigroup, where his exceptional leadership and professional ethos quickly became evident. Managing trading operations for a vast portfolio of over sixty institutional clients, he oversaw assets amounting to more than a trillion dollars. This role marked the start of a career replete with significant milestones.
In 2014, he took a significant step in his career by joining Sandhill, where he assumed the roles of Partner and Managing Director. In this capacity, he continues to demonstrate his remarkable leadership abilities, guiding clients through their unique financial landscapes. His approach involves creating customized strategies for wealth accumulation, ensuring the preservation and understanding of the values and purposes of family wealth for future generations.
His professional credentials, including the Certified Private Wealth Advisor® (CPWA®) from the Yale School of Management and the Certified Exit Planning Advisor (CEPA®) from the Exit Planning Institute, highlight his specialized expertise in private wealth management. His consistent professional insight and leadership display has been recognized on Forbes' lists, such as ‘Next-Gen Best-In-State Wealth Advisors’ in 2019 and ‘Best-In-State Wealth Advisors’ in 2021 and 2023.
Outside his professional sphere, he is a devoted single father, managing the active schedules of his three children with aplomb. His limited free time is primarily dedicated to his family, where his leadership qualities are equally evident. Additionally, he is deeply engaged in community activities in Buffalo, NY, reflecting his strong commitment to service and community engagement.
Overall, his biography is a testament to a man of profound professional skill and leadership, inspiring those around him through his dedication to wealth management and active community service involvement.