For more than twenty years, Jonathan Amoia has distinguished himself as a certified private wealth advisor, embodying the highest standards of professionalism and leadership within the financial industry. His career is defined not just by a passion for finance but by a deep commitment to helping families navigate the complex waters of intergenerational wealth planning. His approach to wealth management is guided by a moral dedication to addressing the profound issues that arise within multi-generational high-net-worth families, including the preservation of purpose and the resolution of potential conflicts. His work is a testament to his unwavering commitment to the families he serves, making him a highly respected figure in his field.

The Formation of a Financial Visionary

Jonathan's journey toward becoming a financial leader began during his time at SUNY New Paltz, where he first showcased his natural leadership abilities. As Student Body President, he was responsible for representing the interests of his peers, a role that required both dedication and a strong sense of responsibility. His academic achievements, which culminated in earning a Bachelor of Science degree with honors, provided the foundation for his future success. Recognizing the need for advanced knowledge in the financial world, he furthered his education by obtaining an MBA from the William E. Simon Graduate School of Business at the University of Rochester. This academic background equipped him with the expertise needed to excel in the complex and demanding world of financial services.

A Distinguished Career in Financial Services

Amoia's entrance into the financial services industry was marked by the same level of dedication and professionalism that characterized his academic pursuits. He began his career at Citigroup, one of the leading global financial institutions, where he quickly established himself as a capable and reliable professional. He was responsible for managing trading activities for over 60 institutional clients, who collectively represented more than one trillion dollars in investable assets. His ability to handle such significant responsibilities with precision and professionalism highlighted his potential as a rising star in the industry. His success at Citigroup was a clear indicator of his future accomplishments and laid the groundwork for his continued growth in the financial services sector.

Empowering Families Through Strategic Wealth Management at Sandhill

In 2014, Jonathan Amoia took a significant step in his career by joining Sandhill as a Partner and Managing Director. His leadership at Sandhill has been defined by a commitment to developing personalized wealth management strategies that go beyond mere financial growth. His approach is centered on ensuring that the values and intentions behind family wealth are clearly understood and preserved across generations. His work at Sandhill is not just about managing assets; it is about empowering families to navigate their unique financial landscapes with confidence and clarity. His ability to align financial strategies with the deeply held values of his clients has made him a trusted advisor and a key figure in the wealth management industry.

Expertise and Recognition: Building a Legacy of Excellence

Jonathan's commitment to excellence is reflected in his continuous pursuit of professional development. He earned the Certified Private Wealth Advisor® (CPWA®) designation from the Yale School of Management, further enhancing his expertise in wealth management. Additionally, he obtained the Certified Exit Planning Advisor (CEPA®) designation from the Exit Planning Institute, which solidified his knowledge in assisting entrepreneurial families with their financial planning needs. His dedication to his profession has not gone unnoticed. He has been recognized by Forbes on two separate occasions, being named to the '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 are a testament to His consistent display of leadership, expertise, and dedication to his clients.

Balancing Professional Achievements with Family Life

Beyond his professional life, Amoia is a dedicated single father of three children. Despite the demands of his career, he prioritizes his family, ensuring that his free time, though limited, is spent managing the busy schedules of his children. His ability to balance his responsibilities at work with his role as a father is a reflection of his strong leadership abilities, both in his professional and personal life. His commitment to his family is unwavering, and he continues to demonstrate the same level of dedication and care at home as he does in his career. His role as a father is a testament to his character and the values he holds dear.

Community Involvement: A Commitment to Giving Back

Jonathan's dedication to leadership extends beyond his professional achievements and family commitments. He is also deeply involved in his local community in Buffalo, NY, where he participates in various volunteer activities. His passion for community service is a natural extension of his leadership ethos, reflecting his belief in the importance of giving back and making a positive impact on the lives of others. His community involvement is a significant aspect of his identity, showcasing his dedication to service and his desire to contribute to the well-being of those around him.

A Legacy of Leadership and Service

Jonathan Amoia's biography is a reflection of a man who has dedicated his life to the principles of leadership, professionalism, and service. His unwavering commitment to wealth management and his steadfast dedication to his community have earned him the respect and admiration of his peers and clients alike. His story is one of inspiration as he continues to lead with integrity, guiding families through the complexities of wealth management while staying true to the values that have defined his career and life.