About

Jonathan Amoia has exemplified outstanding professionalism and leadership as a certified private wealth advisor for over two decades. His expertise in the financial realm is not just a career; it’s a commitment to assisting families in managing and transferring wealth across generations. His work ethic is rooted in principle, aiming to solve complex issues faced by affluent families with multiple generations.

Path to Financial Mastery

His leadership skills were evident early on during his tenure at SUNY New Paltz, where he served as the Student Body President. This role showcased his dedication and commitment, laying the foundation for a career defined by service. He further honed his skills with an MBA from the William E. Simon Graduate School of Business at the University of Rochester.

A Career Defined by Excellence

His entry into the financial services sector was marked by professionalism and leadership, mirroring his academic achievements. His initial position at Citigroup involved overseeing trades for more than 60 institutional clients, managing assets exceeding one trillion dollars. This role set the stage for his continued success in the field.

Fostering Wealth and Values with Sandhill

In 2014, Jonathan took on a pivotal role at Sandhill as a Partner and Managing Director. In these capacities, he continued to exemplify leadership, guiding clients through unique financial landscapes. He focuses on crafting strategies that generate wealth and ensure the transmission of family values to succeeding generations.

Professional Recognition and Development

His pursuit of excellence led him to earn the Certified Private Wealth Advisor® (CPWA®) from Yale School of Management and the Certified Exit Planning Advisor (CEPA®) from the Exit Planning Institute. His expertise, particularly in managing the wealth of entrepreneurial families, earned him spots on Forbes’ ‘Next-Gen Best-In-State Wealth Advisors’ in 2019 and ‘Best-In-State Wealth Advisors’ in 2021 and 2023.

Balancing Family and Personal Time

As a single father of three, he skillfully balances his professional responsibilities with a bustling family life. His limited free time is devoted to his children, demonstrating his commitment to family alongside his professional achievements.

Community Contributions and Leadership

Despite his demanding career, he finds time to contribute to his Buffalo, NY, community. His volunteer work reflects his leadership skills and deep commitment to community welfare.

Jonathan Amoia’s biography illustrates a man of great professional skill and unwavering leadership. His dedication to wealth management and community engagement is a beacon of inspiration for those around him.

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