About Jonathan Amoia: A Pillar of Professionalism and Leadership in Wealth Management
About Jonathan Amoia: A Pillar of Professionalism and Leadership in Wealth Management
Jonathan Amoia has spent more than two decades building a reputation for integrity, insight, and leadership within the financial services industry. As a Certified Private Wealth Advisor and the Founder and Managing Director of Advocate Wealth, he leads a boutique advisory firm dedicated to delivering comprehensive and coordinated wealth solutions. His work centers on helping clients approach complex financial decisions with clarity, discipline, and long-term perspective.
At Advocate Wealth, Jonathan oversees a broad spectrum of services, including strategic financial planning, investment selection and oversight, estate and tax coordination, succession and exit planning, family office solutions, and financial education for rising generations. His leadership ensures that each element of a client’s financial life works together in alignment rather than in isolation.
Jonathan believes that wealth management extends far beyond numbers and market performance. He works closely with multi-generational and entrepreneurial families to clarify the purpose behind their capital and safeguard family unity across generations. By facilitating meaningful conversations about responsibility, legacy, and governance, he helps families navigate the emotional and strategic complexities that often accompany significant wealth.
His approach is thoughtful and structured, focusing on reducing potential conflict while encouraging transparency and preparation. Through careful planning, Jonathan empowers families to define shared goals and create systems that support smooth leadership and ownership transitions.
Jonathan’s commitment to leadership began during his time at SUNY New Paltz, where he served as Student Body President. In this role, he demonstrated strong accountability and service while earning his Bachelor of Science degree with honors. This early experience shaped his belief in responsibility-driven leadership.
He continued his academic journey at the William E. Simon Graduate School of Business at the University of Rochester, where he earned his MBA. The program strengthened his analytical skills and deepened his understanding of financial strategy, preparing him for high-level roles within the global banking sector.
Jonathan launched his professional career at Citigroup, managing trading relationships with more than 60 institutional clients, whose combined assets exceeded $1 trillion. This experience provided rigorous exposure to global markets and institutional investment strategy. It also reinforced his commitment to disciplined execution and attentive client service.
In 2014, he became a Partner and Managing Director at Sandhill, where he expanded his focus on serving entrepreneurial families. There, he helped clients integrate business strategy, personal wealth planning, and long-term legacy objectives into cohesive plans.
Jonathan holds both the CPWA designation from the Yale School of Management and the CEPA designation from the Exit Planning Institute. These credentials reflect his specialized expertise in advising high-net-worth individuals and business owners. He has also been recognized on multiple Forbes Best-In-State Wealth Advisors lists.
Beyond his professional accomplishments, Jonathan Amoia remains active in his Buffalo, New York, community, serving on several nonprofit boards. His ongoing commitment to service reflects his belief that leadership is measured not only by professional success but also by meaningful contributions to others.