Jonathan Amoia
For more than two decades, Jonathan Amoia has consistently exemplified the highest standards of professionalism and leadership within the financial industry. As a certified private wealth advisor, his influence extends well beyond traditional financial roles. His dedication is evident in his commitment to guiding families through the intricate process of intergenerational wealth planning. His approach is deeply rooted in addressing the underlying issues of purpose and potential conflicts that often arise within multi-generational high-net-worth families. His mission is not just to manage wealth but to ensure it aligns with the enduring values and long-term goals of the families he serves.
Jonathan's path to becoming a distinguished leader in finance began during his academic years at SUNY New Paltz. Serving as the Student Body President, he demonstrated a strong sense of responsibility and a commitment to service that would later define his professional journey. His academic excellence, earning a B.S. with honors, laid the foundation for a career marked by dedication and a relentless pursuit of excellence. Understanding the importance of advanced education, he went on to earn an MBA from the William E. Simon Graduate School of Business at the University of Rochester. This further solidified his knowledge and equipped him with the skills necessary to excel in the competitive world of finance.
Amoia's career in financial services began with Citigroup, a leading global bank, where he managed trading responsibilities for over 60 institutional clients. These clients collectively represented over one trillion dollars in investable assets, a testament to his ability to operate at the highest levels of financial services. His success at Citigroup was a clear indication of the more significant roles he would go on to assume, each demanding a more nuanced understanding of wealth management and client relations. His early accomplishments set the stage for a career that a continuous commitment to leadership and innovation would define.
In 2014, Jonathan took a significant step forward in his career by joining Sandhill as a Partner and Managing Director. In this role, he has been instrumental in helping clients navigate their unique financial circumstances, developing personalized strategies that go beyond mere wealth generation. His focus is on ensuring that the values and purposes associated with family assets are clearly communicated and preserved for future generations. His work at Sandhill reflects his deep commitment to helping families navigate the complexities of wealth transfer, ensuring that their financial decisions align with their broader goals and values.
Jonathan Amoia's expertise in private wealth management is further underscored by his pursuit of advanced certifications and industry recognition. 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. These certifications highlight his specialized focus on serving entrepreneurial families and reinforce his reputation as a trusted advisor. His professional achievements have been recognized by Forbes, where he was named on the 'Next-Gen Best-In-State Wealth Advisors' list in 2019 and the 'Best-In-State Wealth Advisors' list in both 2021 and 2023. These accolades are a testament to his unwavering commitment to excellence and his consistent display of expertise in the financial industry.
Jonathan's path to becoming a distinguished leader in finance began during his academic years at SUNY New Paltz. Serving as the Student Body President, he demonstrated a strong sense of responsibility and a commitment to service that would later define his professional journey. His academic excellence, earning a B.S. with honors, laid the foundation for a career marked by dedication and a relentless pursuit of excellence. Understanding the importance of advanced education, he went on to earn an MBA from the William E. Simon Graduate School of Business at the University of Rochester. This further solidified his knowledge and equipped him with the skills necessary to excel in the competitive world of finance.
Amoia's career in financial services began with Citigroup, a leading global bank, where he managed trading responsibilities for over 60 institutional clients. These clients collectively represented over one trillion dollars in investable assets, a testament to his ability to operate at the highest levels of financial services. His success at Citigroup was a clear indication of the more significant roles he would go on to assume, each demanding a more nuanced understanding of wealth management and client relations. His early accomplishments set the stage for a career that a continuous commitment to leadership and innovation would define.
In 2014, Jonathan took a significant step forward in his career by joining Sandhill as a Partner and Managing Director. In this role, he has been instrumental in helping clients navigate their unique financial circumstances, developing personalized strategies that go beyond mere wealth generation. His focus is on ensuring that the values and purposes associated with family assets are clearly communicated and preserved for future generations. His work at Sandhill reflects his deep commitment to helping families navigate the complexities of wealth transfer, ensuring that their financial decisions align with their broader goals and values.
Jonathan Amoia's expertise in private wealth management is further underscored by his pursuit of advanced certifications and industry recognition. 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. These certifications highlight his specialized focus on serving entrepreneurial families and reinforce his reputation as a trusted advisor. His professional achievements have been recognized by Forbes, where he was named on the 'Next-Gen Best-In-State Wealth Advisors' list in 2019 and the 'Best-In-State Wealth Advisors' list in both 2021 and 2023. These accolades are a testament to his unwavering commitment to excellence and his consistent display of expertise in the financial industry.
