Jonathan Amoia

Jonathan Amoia has been a standout figure in the financial sector for over twenty years, distinguishing himself through his professionalism and leadership. As a certified private wealth advisor, he is deeply committed to assisting families with intergenerational wealth planning. His work goes beyond mere financial management; he addresses the broader questions of purpose and potential conflicts within high-net-worth families across generations. Jonathan began his remarkable journey at SUNY New Paltz, serving as Student Body President and graduating with honors, earning a B.S. He later pursued an MBA at the William E. Simon Graduate School of Business at the University of Rochester, further cementing his foundation in financial leadership. His professional career commenced at Citigroup, where he managed trading responsibilities for over 60 institutional clients and oversaw more than one trillion dollars in investable assets. This role set the stage for further significant opportunities in his career. In 2014, Jonathan joined Sandhill as a Partner and Managing Director. In this role, he leverages his leadership abilities to help clients tailor their financial strategies, ensuring that family assets' underlying values and purposes are effectively conveyed to succeeding generations. Several prestigious certifications recognize Jonathan's expertise, including the Certified Private Wealth Advisor® from the Yale School of Management and the Certified Exit Planning Advisor from the Exit Planning Institute. His specialized knowledge in private wealth management, particularly for entrepreneurial families, has earned him spots on 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, Jonathan is a devoted single father of three. He skillfully manages his children's active schedules and spends his limited free time engaged in family activities, showcasing his leadership in his personal life. Jonathan also dedicates time to volunteering in his local community in Buffalo, NY, reflecting his commitment to leadership and community engagement. Jonathan Amoia's career is a testament to his profound professional acumen and unwavering leadership in the financial industry. His dedication to wealth management and community involvement inspires those around him.