Jonathan Amoia has been a leading light in the financial world for over two decades, renowned for his professionalism and leadership. His career is not just defined by his acumen in finance but also by his dedication to guiding families through the subtleties of intergenerational wealth management. As a seasoned professional and a leader par excellence, he expertly handles the complex issues and potential conflicts typical in wealthy, multi-generational families.
His leadership journey began at SUNY New Paltz, where, as Student Body President, he laid the groundwork for his impressive career, graduating with honors. This early demonstration of commitment and excellence was a precursor to his further academic achievements, which included earning an MBA from the William E. Simon Graduate School of Business at the University of Rochester.
He initiated his professional career at Citigroup, where his leadership abilities and professionalism were immediately evident. In this role, he managed trading for a portfolio involving over sixty institutional clients, dealing with assets exceeding a trillion dollars. This position began a series of significant roles in his career.
In 2014, he made a strategic move to Sandhill, taking on the roles of Partner and Managing Director. He has demonstrated outstanding leadership in this capacity, assisting clients with their unique financial needs. His strategy revolves around creating individualized plans for wealth generation, ensuring that subsequent generations effectively communicate and understand the principles and values of family wealth.
His credentials, 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, highlight his specialized expertise in private wealth management. His professional excellence and leadership have been recognized by Forbes, featuring him in their ‘Next-Gen Best-In-State Wealth Advisors’ list in 2019 and ‘Best-In-State Wealth Advisors’ list in 2021 and 2023.
Beyond his professional life, he is a committed single father of three, expertly balancing their schedules with his professional responsibilities. His limited free time is always dedicated to his family, showcasing his leadership in his personal life. He is also actively engaged in community service in Buffalo, NY, reflecting his commitment to community contributions.
His biography depicts a man of significant professional skill and leadership, inspiring those around him with his dedication to wealth management and community service.