Jonathan Amoia

For more than twenty years, Jonathan Amoia has guided clients through complex financial decisions with steady leadership and a strategic perspective. As Founder and Managing Director of Advocate Wealth, he oversees a private wealth firm dedicated to delivering comprehensive planning and coordinated advisory services. His work integrates investment management, estate strategy, succession preparation, and family office support within a unified framework.

Jonathan’s philosophy centers on the belief that wealth should serve a clearly defined purpose. He collaborates with multigenerational families to articulate shared values, strengthen governance structures, and prepare heirs for thoughtful stewardship. By combining technical expertise with meaningful dialogue, he helps families navigate transition, reduce uncertainty, and preserve both capital and cohesion across generations.

His leadership journey began at SUNY New Paltz, where he served as Student Body President and graduated with honors. That formative experience reinforced his dedication to accountability and service. He later earned his MBA from the William E. Simon Graduate School of Business at the University of Rochester, further developing his financial insight and strategic capabilities.

Explore more insights from Jonathan Amoia by visiting the links below:
https://jonathanamoia.co/2025/05/26/historical-transformation-arista-networks/

https://jonathanamoia.co/2025/05/26/all-clear-or-just-a-clearing/

You can also check the original sources here:
https://www.linkedin.com/pulse/historical-transformation-arista-networks-jonathan-amoia-rxfle/?trackingId=njRlLR00TF69K98u7SHpNQ%3D%3D
https://www.linkedin.com/pulse/all-clear-just-clearing-jonathan-amoia-ljjjc/?trackingId=u9%2BWkvv2Sp22HWVx08HjmA%3D%3D