Jonathan Amoia
For over two decades, Jonathan Amoia has consistently demonstrated unparalleled professionalism and leadership in the financial industry, solidifying his reputation as a certified private wealth advisor. His career, which spans various significant roles, is not merely fueled by a passion for finance but is also deeply rooted in his commitment to guiding families through the intricate processes of intergenerational wealth planning. His approach goes beyond the basics of financial management; he is dedicated to addressing the fundamental issues of purpose and potential conflicts that often arise in multi-generational high-net-worth families. His moral and influential leadership has made him a trusted figure in helping these families align their wealth with their values and long-term objectives.
Jonathan's path to becoming a leader in the financial world began during his time at SUNY New Paltz, where he served as Student Body President. In this role, he exhibited a strong sense of responsibility and a deep commitment to service—qualities that would later become the foundation of his professional life. He graduated with honors, earning a B.S. degree that laid the groundwork for his future career in finance. Recognizing the importance of advanced education, he pursued an MBA from the William E. Simon Graduate School of Business at the University of Rochester. This educational background equipped him with the strategic and analytical tools necessary to excel in the complex landscape of financial services, setting the stage for a career marked by success and leadership.
Amoia's entry into the financial services sector was characterized by the same level of professionalism and leadership that had defined his academic journey. He began his career at Citigroup, one of the leading global banks, where he managed trading responsibilities for over 60 institutional clients and oversaw more than one trillion dollars in investable assets. This role not only honed his financial acumen but also demonstrated his ability to navigate complex market dynamics effectively. His success at Citigroup was a clear indication of his exceptional capabilities and served as a precursor to more significant roles in his career. His time at Citigroup laid the foundation for a career defined by excellence and a commitment to client-focused service.
In 2014, Jonathan embarked on a new chapter in his career by joining Sandhill as a Partner and Managing Director. At Sandhill, he has continued to showcase his leadership abilities by helping clients navigate their unique financial situations with a personalized approach. His work is not just about generating wealth; it is about ensuring that the values and purposes associated with family assets are understood and preserved by future generations. His approach to wealth management is holistic, considering the long-term impact of financial decisions on family legacies. Through his work at Sandhill, he has become known for creating strategies that align with his client's values and goals, ensuring that their wealth serves a meaningful and lasting purpose.
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 dedication to the financial industry and his role as a trusted advisor to his clients, solidifying his standing as a leader in wealth management.
