Jonathan Amoia
Jonathan Amoia has been a transformative figure in the financial services industry for over two decades, embodying the epitome of professionalism and leadership. His career surpasses a mere proficiency in finance, delving into a committed role in assisting families with intergenerational wealth management challenges. As a distinguished professional and a leader of influence, he skillfully navigates the complex dynamics and potential issues in wealthy, multi-generational families.
His journey towards leadership took root at SUNY New Paltz, where, as Student Body President, he established a foundation of excellence and dedication, graduating with honors. This early commitment to service and excellence paved the way for further academic pursuits, leading him to achieve an MBA from the William E. Simon Graduate School of Business at the University of Rochester.
His entry into the professional world was marked by a pivotal role at Citigroup, where his leadership qualities and professionalism were immediately recognized. He was responsible for trading operations for over sixty institutional clients, managing over a trillion dollars in assets. This role signified the beginning of a career filled with noteworthy accomplishments.
In 2014, he made a significant career move to Sandhill, taking on the roles of Partner and Managing Director. He has demonstrated exceptional leadership, helping clients with their specific financial needs. His strategy revolves around developing individualized plans for wealth generation, ensuring the transmission and understanding of family wealth values to future generations.
He has attained notable 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 leadership and expertise have been acknowledged in Forbes’ lists, including the ‘Next-Gen Best-In-State Wealth Advisors’ list in 2019 and the ‘Best-In-State Wealth Advisors’ list in 2021 and 2023.
Beyond his professional life, he is a dedicated single father to three children, expertly managing their schedules alongside his career responsibilities. His free time, though scarce, is devoted to his family, illustrating his leadership and dedication in his personal life. Furthermore, he actively works in Buffalo, NY, demonstrating a solid commitment to service and community engagement.
Jonathan's biography reflects a man with significant professional expertise and steadfast leadership, inspiring others through his dedication to wealth management and active involvement in community service.