Jonathan Amoia

With more than two decades of experience in financial services, Jonathan Amoia has established himself as a trusted advisor to high-net-worth and entrepreneurial families. As Founder and Managing Director of Advocate Wealth, he leads a private wealth boutique committed to delivering comprehensive and coordinated solutions. The firm’s services include strategic financial planning, disciplined investment oversight, estate and tax coordination, succession and exit planning, financial heir preparation, and family office support. His leadership ensures that each engagement is tailored, thoughtful, and aligned with a family’s long-term vision.

Jonathan believes that effective wealth management extends beyond technical expertise. He works closely with families to clarify the intentions behind their assets and to define what success truly means across generations. By facilitating conversations around shared values, governance structures, and responsible stewardship, he helps clients reduce uncertainty and strengthen unity. His approach acknowledges that wealth can create both opportunity and tension, and he is dedicated to guiding families through those complexities with empathy and structure.

Jonathan’s commitment to leadership began during his undergraduate years at SUNY New Paltz, where he served as Student Body President. In that role, he cultivated skills in communication, collaboration, and principled decision-making. He graduated with honors, earning a Bachelor of Science degree and laying the groundwork for a disciplined professional path. He later completed his MBA at the William E. Simon Graduate School of Business at the University of Rochester, expanding his knowledge of finance, management, and strategic planning.

Beginning his career at Citigroup, Jonathan gained invaluable experience within a global financial institution. He managed trading responsibilities for more than 60 institutional clients, representing over $1 trillion in investable assets. This role required precision, adaptability, and a deep understanding of market dynamics. The exposure to institutional scale and complexity strengthened his analytical skills and provided a foundation for advising sophisticated private clients.

In 2014, Jonathan became Partner and Managing Director at Sandhill, further refining his focus on business owners and multi-generational families. He guided clients through liquidity events, exit strategies, and the transition from enterprise wealth to personal legacy planning. To deepen his expertise, he earned the Certified Private Wealth Advisor designation through the Yale School of Management and the Certified Exit Planning Advisor designation from the Exit Planning Institute.

Jonathan Amoia’s professional excellence has been recognized nationally, including honors from Forbes as a Next Gen Best-In-State Wealth Advisor and a Best-In-State Wealth Advisor in multiple years. Beyond his advisory work, he actively serves the Buffalo, New York, community through board involvement and civic engagement. His career reflects a consistent dedication to integrity, leadership, and meaningful service.