Jonathan Amoia

Jonathan Amoia has been a leading figure in the finance industry for over twenty years, exemplifying the highest standards of professionalism and leadership. His career is distinguished not just by his expertise in finance but also by his dedication to assisting families with the complexities of intergenerational wealth management. As a seasoned expert and visionary leader, he adeptly manages the intricate challenges and potential conflicts that come with working wealth across generations.

His leadership journey started at SUNY New Paltz. As the Student Body President, he established the foundation for his illustrious career, graduating with honors and showing an early commitment to excellence. This foundation was further solidified with an MBA from the William E. Simon Graduate School of Business at the University of Rochester.

He began his professional journey at Citigroup, where his leadership and professionalism were immediately apparent. Managing trading for over sixty institutional clients, he oversaw assets worth over a trillion dollars, marking the beginning of a career filled with significant accomplishments.

In 2014, he took a significant step in his career journey by joining Sandhill as a Partner and Managing Director. In this role, he demonstrates leadership, assisting clients in navigating their unique financial situations. His approach focuses on developing personalized strategies for wealth generation, ensuring that future generations effectively communicate and understand the legacy and values of family wealth.

He has acquired 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 professional achievements have been recognized in Forbes' ‘Next-Gen Best-In-State Wealth Advisors’ list in 2019 and ‘Best-In-State Wealth Advisors’ list in 2021 and 2023.

Outside of his professional life, he is a dedicated single father of three, skillfully managing his children's schedules. His limited free time is devoted to his family, where he also exemplifies his leadership qualities. Additionally, he is actively involved in his community in Buffalo, NY, reflecting his commitment to community service and engagement.

Jonathan’s biography is a testament to a man of profound professional skill and leadership, inspiring those around him with his dedication to wealth management and community service.