Jonathan Amoia

For over two decades, Jonathan Amoia has exemplified exceptional qualities of professionalism and leadership within the financial industry. As a certified private wealth advisor, he has consistently demonstrated a deep commitment to assisting families in navigating the complexities of intergenerational wealth planning. His career is marked by a principled approach to financial management, where he seeks to address the deeper issues of purpose and potential conflicts that often arise within high-net-worth families. His dedication to these values has made him a trusted advisor and influential leader, firmly grounded in his mission to provide long-term financial security for his clients. Jonathan's journey toward becoming a financial leader began during his academic years at SUNY New Paltz. His tenure as Student Body President highlighted his early dedication to leadership and service, traits that would define his future career. Graduating with a B.S. with honors, his academic success laid the groundwork for his professional journey. He furthered his education by earning an MBA from the William E. Simon Graduate School of Business at the University of Rochester, solidifying his foundation in business and finance. These early experiences were instrumental in shaping his approach to financial leadership, blending academic excellence with a deep sense of responsibility and service. Amoia's entrance into the financial services sector was marked by his role at Citigroup, one of the world's leading global banks. There, he managed trading responsibilities for over 60 institutional clients, collectively representing more than one trillion dollars in investable assets. This experience not only honed his financial acumen but also prepared him for the more significant challenges that lay ahead in his career. The success Jonathan achieved at Citigroup was a clear indicator of his potential to assume more significant roles within the financial industry, setting the stage for his future endeavors. In 2014, Jonathan Amoia joined Sandhill as a Partner and Managing Director, where he has continued to exhibit the leadership skills that have defined his career. At Sandhill, he focuses on creating personalized strategies for clients, ensuring that wealth generation is aligned with the values and purposes of family assets. His work goes beyond mere financial management; it involves preparing future generations to understand and uphold the principles that have guided their family's wealth. His role at Sandhill is a testament to his commitment to empowering families and ensuring that their financial legacies are preserved and respected. Amoia has continuously sought to build his expertise through certifications and recognitions, solidifying his status as a leader in private wealth management. He earned 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. His achievements have been recognized by Forbes, where he was listed 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 underscore his unwavering dedication to his profession and his ability to deliver exceptional service to his clients. Outside of his professional life, Jonathan is a dedicated single father of three, balancing the demands of his career with the responsibilities of parenthood. He spends his limited free time devotedly managing his children's busy schedules, demonstrating the same leadership and commitment at home that he exhibits in his professional life. His ability to juggle these responsibilities is a testament to his dedication to his family, further showcasing his leadership abilities in both personal and professional realms. Jonathan Amoia's involvement in his local community of Buffalo, NY, reflects his commitment to giving back and his passion for volunteering. Despite his demanding professional schedule, he consistently finds time to serve his community, embodying the principles of thoughtful leadership and community-oriented service. His dedication to his community is yet another facet of his character that has earned him respect and admiration from those around him. His biography tells the story of a man who is not only a leader in the financial industry but also a dedicated father and community servant, inspiring those who have the privilege of knowing him.