Over the past twenty years, Jonathan Amoia has stood out as a symbol of excellence and leadership in the financial sector. His role as a certified private wealth advisor transcends mere interest in finance; he is dedicated to assisting families with the complexities of wealth transfer across generations. His approach is professional and deeply moral, focusing on the nuanced challenges and potential conflicts that affluent families spanning multiple generations encounter.

Journey to Financial Leadership

His remarkable leadership path traces back to his time at SUNY New Paltz. As the Student Body President, his sense of responsibility and commitment to service shone brightly. His graduation with honors set the stage for a career marked by dedication and service. He later obtained an MBA from the William E. Simon Graduate School of Business at the University of Rochester, further cementing his foundation in the financial field.

Distinguished Career in Finance

His introduction to the financial services sector was distinguished by the same caliber of professionalism and leadership evident in his academic pursuits. His initial role at Citigroup involved managing trade for over 60 institutional clients, representing a portfolio of over one trillion dollars. This position was the beginning of his significant impact on the financial world.

Advancing Families’ Goals with Sandhill

Jonathan embarked on a new chapter in 2014 with Sandhill, taking on the roles of Partner and Managing Director. In these positions, he continued to demonstrate his exceptional leadership qualities, helping clients tailor strategies to their unique financial situations. He emphasizes developing systems that foster wealth creation and ensure the longevity and understanding of family values for future generations.

Achievements and Acknowledgements

He attained 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 specialization in private wealth management, particularly for entrepreneurial families, has been recognized in Forbes’ lists, including ‘Next-Gen Best-In-State Wealth Advisors’ in 2019 and ‘Best-In-State Wealth Advisors’ in 2021 and 2023.

Family Life and Leisure

He is a dedicated single father to three children, balancing a busy family life with his professional duties. His free time, though scarce, is always allocated to family activities, reflecting his leadership and commitment to his personal life.

Community Engagement and Leadership

His busy professional schedule doesn’t hinder his involvement in his local community in Buffalo, NY. His volunteering activities are a testament to his leadership abilities and dedication to community service.

Jonathan Amoia’s biography paints him as a man with profound professional expertise and steadfast leadership. His unwavering dedication to both wealth management and community service serves as an inspiration to all who encounter him.