Jonathan Amoia
Jonathan Amoia has been a prominent figure in the financial sector for more than two decades, epitomizing exceptional professionalism and leadership. His career is marked by a profound interest in finance and his dedication to guiding families in managing intergenerational wealth. As an esteemed professional and an inspiring leader, he addresses the multifaceted challenges and potential conflicts common in wealthy, multi-generational families.
His leadership path began at SUNY New Paltz, where he served as the Student Body President. This role laid the groundwork for his future achievements, as he graduated with honors, showing a solid commitment to excellence. This commitment continued into his higher education, culminating in an MBA from the William E. Simon Graduate School of Business at the University of Rochester.
His professional journey commenced at Citigroup, where his leadership and professionalism were immediately evident. Managing trading for many institutional clients, he handled assets totaling over a trillion dollars. This role marked the start of a career filled with significant achievements.
In 2014, he took a pivotal step by joining Sandhill, assuming the Partner and Managing Director role. He continues to exemplify his leadership skills, assisting clients in their unique financial situations. He focuses on crafting personalized strategies for wealth generation, ensuring that the values and legacies of family wealth are effectively passed on and understood by upcoming generations.
He has attained prestigious certifications, 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. His expertise and leadership have been recognized in 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 commitments, he is a dedicated single father of three, balancing their schedules with his demanding career. His free time, though limited, is always spent with his family, demonstrating his leadership in his personal life. Additionally, he is actively involved in community service in Buffalo, NY, reflecting his deep commitment to contributing to the community.
In summary, Jonathan's biography portrays a man of immense professional expertise and steadfast leadership whose dedication to wealth management and community involvement inspires those who encounter him.
His leadership path began at SUNY New Paltz, where he served as the Student Body President. This role laid the groundwork for his future achievements, as he graduated with honors, showing a solid commitment to excellence. This commitment continued into his higher education, culminating in an MBA from the William E. Simon Graduate School of Business at the University of Rochester.
His professional journey commenced at Citigroup, where his leadership and professionalism were immediately evident. Managing trading for many institutional clients, he handled assets totaling over a trillion dollars. This role marked the start of a career filled with significant achievements.
In 2014, he took a pivotal step by joining Sandhill, assuming the Partner and Managing Director role. He continues to exemplify his leadership skills, assisting clients in their unique financial situations. He focuses on crafting personalized strategies for wealth generation, ensuring that the values and legacies of family wealth are effectively passed on and understood by upcoming generations.
He has attained prestigious certifications, 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. His expertise and leadership have been recognized in 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 commitments, he is a dedicated single father of three, balancing their schedules with his demanding career. His free time, though limited, is always spent with his family, demonstrating his leadership in his personal life. Additionally, he is actively involved in community service in Buffalo, NY, reflecting his deep commitment to contributing to the community.
In summary, Jonathan's biography portrays a man of immense professional expertise and steadfast leadership whose dedication to wealth management and community involvement inspires those who encounter him.