Jonathan Amoia
For over two decades, Jonathan Amoia has been a leading figure in the financial industry, consistently embodying the highest standards of professionalism and leadership as a certified private wealth advisor. His career reflects not just a deep passion for finance but a profound commitment to guiding families through the complexities of intergenerational wealth planning. His approach is anchored in his dedication to addressing the fundamental issues of purpose and the potential conflicts that often arise within multi-generational, high-net-worth families. His principled leadership and unwavering focus on these deeper issues have established him as both a trusted advisor and a significant influence in the financial sector.
Jonathan's journey toward becoming a financial leader can be traced back to his time at SUNY New Paltz, where he served as Student Body President. In this role, he demonstrated a strong sense of responsibility and a deep commitment to service, qualities that would later become the foundation of his professional career. He graduated with honors, earning a B.S. degree that laid the groundwork for his future in the financial world. Recognizing the importance of continuous learning, he furthered his education by obtaining an MBA from the William E. Simon Graduate School of Business at the University of Rochester. This advanced degree provided him with the strategic and analytical skills necessary to navigate the complexities of the financial industry and set him on a path of enduring success.
Amoia's entry into the financial services sector was marked by the same level of professionalism and leadership that had defined his academic pursuits. He began his career with Citigroup, one of the leading global banks, where he managed trading responsibilities for over 60 institutional clients, representing more than one trillion dollars in investable assets. His success in this role was a testament to his exceptional financial acumen and his ability to navigate complex market dynamics. The experience he gained at Citigroup not only honed his skills but also prepared him for even more significant roles in the financial industry, marking the beginning of a career defined by excellence and leadership.
In 2014, Jonathan took a pivotal step by joining Sandhill as a Partner and Managing Director. At Sandhill, he has continued to demonstrate his leadership abilities by helping clients navigate their unique financial circumstances with a personalized approach. His work at Sandhill is not just about wealth generation; it is about ensuring that the values and purposes associated with family assets are understood and preserved by future generations. His holistic approach to wealth management takes into account the long-term impact of financial decisions on family legacies, providing strategies that align with the values and goals of each family. Through his work, he ensures that his clients' wealth serves a meaningful and enduring purpose across generations.
His professional certifications further solidify Jonathan Amoia's expertise in private wealth management. He earned the Certified Private Wealth Advisor® (CPWA®) designation from the Yale School of Management and the Certified Exit Planning Advisor (CEPA®) designation from the Exit Planning Institute. These credentials underscore his specialization in private wealth management, particularly for entrepreneurial families. His consistent display of professional expertise and leadership has earned him national recognition, including his inclusion on Forbes' 'Next-Gen Best-In-State Wealth Advisors list in 2019 and the 'Best-In-State Wealth Advisors list in both 2021 and 2023. These accolades reflect his unwavering commitment to the financial industry and his role as a trusted advisor to his clients, solidifying his reputation as a leader in wealth management.