For over two decades, Jonathan Amoia has distinguished himself as a certified private wealth advisor, showcasing unparalleled professionalism and leadership in various roles within the financial industry. His career is marked not only by a deep passion for finance but also by a genuine commitment to helping families navigate the complexities of intergenerational wealth planning. His approach goes beyond the mere management of assets; he addresses the underlying issues of purpose and potential conflicts that can arise in multi-generational, high-net-worth families. His steadfast dedication to these principles has solidified his reputation as a principled professional and an influential leader in the field.

The Formation of a Financial Leader

Jonathan's journey toward becoming a prominent figure in the financial services industry began during his academic years at SUNY New Paltz. As Student Body President, he demonstrated an early flair for leadership and responsibility, earning his Bachelor of Science degree with honors. This period laid the groundwork for his future endeavors, imbuing him with a strong sense of duty and service that would define his career. He furthered his education by obtaining an MBA from the William E. Simon Graduate School of Business at the University of Rochester, equipping him with the advanced knowledge and skills necessary for his future roles in the financial sector.

A Distinguished Career in Financial Services

Amoia's entry into the financial services industry was marked by the same professionalism and leadership that characterized his academic career. He began his professional journey at Citigroup, one of the world's leading global banks, where he was entrusted with managing trading responsibilities for over 60 institutional clients. These clients collectively represented more than one trillion dollars of investable assets. His success at Citigroup was an early indicator of his potential, foreshadowing the significant roles he would later assume in the industry. His ability to navigate complex financial landscapes with confidence and integrity set him apart from his peers, establishing him as a trusted advisor in the field.

Empowering Families through Sandhill

In 2014, Jonathan Amoia took on a new challenge by joining Sandhill as a Partner and Managing Director. In this role, he has continually demonstrated his leadership abilities, working closely with clients to develop personalized strategies that address their unique financial circumstances. His approach is not merely about wealth generation; it is also about ensuring that the values and purposes associated with family assets are understood and preserved by future generations. His work at Sandhill is a testament to his commitment to empowering families and helping them navigate the complexities of wealth management while staying true to their core values.

Building Expertise: Certifications and Recognitions

His numerous certifications and recognitions further reinforce Jonathan's expertise in private wealth management. He earned the Certified Private Wealth Advisor® (CPWA®) designation from the Yale School of Management and the Certified Exit Planning Advisor (CEPA®) designation from the Exit Planning Institute. These credentials underscore his specialized knowledge in wealth management, particularly for entrepreneurial families. His professional excellence has been recognized on multiple occasions, including his inclusion in Forbes' 'Next-Gen Best-In-State Wealth Advisors list in 2019 and the 'Best-In-State Wealth Advisors' list in both 2021 and 2023. These accolades reflect his consistent display of professional expertise and leadership, cementing his reputation as a leading figure in the financial industry.

Balancing Family Life and Professional Commitments

Outside of his professional life, Amoia is a devoted father, balancing the demands of his career with the responsibilities of raising three children as a single parent. His dedication to his family mirrors his professional commitment, as he meticulously manages the busy schedules of his children, ensuring that their needs are met with the same level of care and attention that he brings to his work. Despite the challenges of balancing his personal and professional lives, he remains deeply committed to his role as a father, demonstrating his leadership qualities in all aspects of his life.

Community Engagement: A Commitment to Giving Back

Jonathan's leadership extends beyond his professional and family life to his involvement in the community. Despite his demanding schedule, he actively participates in volunteer activities within his local community in Buffalo, NY. His dedication to giving back is a reflection of his thoughtful leadership and his desire to make a positive impact on the lives of others. His community involvement is yet another example of his commitment to service, reinforcing his role as a leader who is not only successful in his career but also deeply invested in the well-being of his community.

A Legacy of Leadership and Service

Jonathan Amoia's biography tells the story of a man who has consistently demonstrated exceptional leadership and professionalism throughout his career. His unwavering dedication to wealth management, coupled with his commitment to his family and community, serves as an inspiration to those around him. His legacy is one of service, integrity, and excellence, making him a respected figure in both the financial industry and his local community. Through his work, he continues to make a lasting impact, helping families secure their financial futures while upholding the values that are most important to them.