Jonathan Amoia
Jonathan Amoia has been a leading force in finance for over twenty years and is known for his exceptional professionalism and leadership. His career extends beyond mere financial expertise, delving into guiding families through intergenerational wealth management challenges. As a seasoned professional and a respected leader, he adeptly manages the complex issues and potential disputes encountered in affluent, multi-generational families.
His leadership began at SUNY New Paltz, where, as the Student Body President, he laid a strong foundation for his future success, graduating with honors. This early dedication to excellence laid the groundwork for his subsequent academic journey, leading to an MBA from the William E. Simon Graduate School of Business at the University of Rochester.
He embarked on his professional journey at Citigroup, where his leadership and professionalism were immediately apparent. He managed trading for an extensive portfolio of over sixty institutional clients, handling assets totaling over a trillion dollars. This role marked the start of a career filled with significant professional achievements.
In 2014, he transitioned to Sandhill, taking on the roles of Partner and Managing Director. He continues to showcase his exceptional leadership in these positions, assisting clients with their unique financial needs. His approach revolves around developing customized strategies for wealth generation, ensuring that subsequent generations effectively communicate and understand the principles and values of family wealth.
He has attained prestigious qualifications, such as the Certified Private Wealth Advisor® (CPWA®) from the Yale School of Management and the Certified Exit Planning Advisor (CEPA®) from the Exit Planning Institute. His professional excellence and leadership have been recognized in Forbes’ lists, including the ‘Next-Gen Best-In-State Wealth Advisors’ in 2019 and the ‘Best-In-State Wealth Advisors’ in 2021 and 2023.
Outside of his professional commitments, he is a dedicated single father of three, skillfully balancing their schedules with his work. His limited free time is dedicated to his family, where he also demonstrates his leadership qualities. Additionally, he is actively involved in community service in Buffalo, NY, underscoring his commitment to community engagement.
In summary, his biography depicts a man of considerable professional expertise and leadership, inspiring those around him with his dedication to wealth management and community involvement.
Jonathan Amoia 