Jonathan Amoia

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Jonathan Amoia

For over twenty years, Jonathan Amoia has established himself as a certified private wealth advisor, exemplifying the highest standards of professionalism and leadership within the financial industry. His passion for finance extends far beyond numbers and spreadsheets; it's deeply rooted in his commitment to assisting families in navigating the complexities of intergenerational wealth planning. His work is driven by a mission to address the profound issues that often arise in multi-generational high-net-worth families, such as clarifying ultimate purposes and resolving potential conflicts. His approach is holistic, ensuring that wealth serves as a tool for preserving family values and goals across generations.

Jonathan's journey to becoming a recognized leader in the financial industry began during his academic years at SUNY New Paltz. As Student Body President, he demonstrated an early commitment to leadership and service, earning his B.S. with honors. This experience laid the foundation for a career characterized by a strong sense of responsibility and dedication to others. Recognizing the importance of advanced education in achieving his goals, he pursued an MBA from the William E. Simon Graduate School of Business at the University of Rochester. This advanced training equipped him with the knowledge and skills necessary to excel in the complex world of finance and wealth management.

Amoia's entry into the financial services sector was marked by the same level of excellence that had defined his academic career. He began his professional journey with Citigroup, one of the world's leading global banks, where he was entrusted with managing trading responsibilities for over 60 institutional clients. These clients represented more than one trillion dollars in investable assets, a testament to his expertise and the confidence that others placed in his abilities. His success at Citigroup was not merely a career milestone; it was a stepping stone to even greater responsibilities and roles that would further cement his reputation as a trusted advisor and leader in the financial industry.

In 2014, Jonathan made a significant career move by joining Sandhill as a Partner and Managing Director. In this role, he has continued to apply his leadership skills, focusing on developing personalized strategies that address the unique financial circumstances of each client. His work at Sandhill is not just about generating wealth; it's about ensuring that the values and purposes underlying family assets are clearly understood and effectively communicated to future generations. His dedication to this mission reflects his broader commitment to empowering families to use their wealth in ways that align with their long-term goals and values.

Jonathan Amoia has continually sought to deepen his expertise in private wealth management, earning certifications that underscore his specialization in working with entrepreneurial families. He holds the Certified Private Wealth Advisor® (CPWA®) designation from the Yale School of Management and the Certified Exit Planning Advisor (CEPA®) designation from the Exit Planning Institute. These credentials, coupled with his extensive experience, have positioned him as a leading authority in the field. His professional achievements have not gone unnoticed; he has been recognized by Forbes on multiple occasions, including being named among the 'Next-Gen Best-In-State Wealth Advisors' in 2019 and the 'Best-In-State Wealth Advisors' in both 2021 and 2023. These accolades are a testament to his unwavering dedication to the financial industry and his commitment to helping families secure their financial futures.

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