About
For more than twenty years, Jonathan Amoia has exemplified exceptional professionalism and leadership within the financial industry. As a certified private wealth advisor, his dedication extends beyond a mere career interest in finance; he is committed to aiding families in intergenerational wealth management. His work is underpinned by a strong sense of principle, focusing on the unique challenges and potential conflicts inherent in wealthy, multi-generational families.
Leadership Development and Academic Achievement
His leadership abilities were first prominently displayed at SUNY New Paltz. As the Student Body President, he demonstrated a profound sense of commitment and service, graduating with honors. He laid a significant foundation for his subsequent professional journey during this period. He further augmented his education with an MBA from the William E. Simon Graduate School of Business at the University of Rochester.
Beginning of a Distinguished Financial Career
His introduction to the financial services sector was marked by the same level of professionalism and leadership as his academic career. His initial role at Citigroup involved managing trading for over 60 institutional clients, overseeing over a trillion dollars in assets. This early position set the tone for his later accomplishments in the financial sector.
Contributions and Leadership at Sandhill
In 2014, he embarked on a new career phase with Sandhill, serving as a Partner and Managing Director. In these roles, his leadership skills assisted clients with their financial needs. His efforts have been focused on developing comprehensive strategies for wealth creation and ensuring the transmission of family values to subsequent generations.
Recognition and Professional Certifications
He achieved the Certified Private Wealth Advisor® (CPWA®) credential from the Yale School of Management and the Certified Exit Planning Advisor (CEPA®) from the Exit Planning Institute. His expertise, particularly in private wealth management for entrepreneurial families, has been acknowledged by Forbes, including him in their ‘Next-Gen Best-In-State Wealth Advisors’ list in 2019 and the ‘Best-In-State Wealth Advisors’ list in 2021 and 2023.
Family Life and Personal Commitment
As a single father of three, he skillfully balances a demanding professional career with a whole family life. His free time is primarily devoted to his children, reflecting his commitment to family values and professional responsibilities.
Community Involvement and Leadership
Despite a rigorous professional schedule, he finds time for community service in Buffalo, NY. His volunteer work underscores his dedication to community welfare and his inherent leadership skills.
Jonathan Amoia's biography is a testament to a man with remarkable professional acumen and steadfast leadership. His unwavering dedication to wealth management and community involvement stands as an inspiration to those who know him.