About
Over the past two decades, Jonathan Amoia has distinguished himself as a leader and expert in the financial industry. His role as a certified private wealth advisor goes beyond a mere career in finance; he is deeply committed to guiding families in managing and transitioning wealth across generations. His professional approach, grounded in solid principles, addresses the complex challenges wealthy families with interests spanning multiple generations face.
Foundations of a Financial Leader
His leadership journey began at SUNY New Paltz, where, as Student Body President, he showcased his commitment and dedication, setting the stage for his future career. Graduating with honors, he laid a solid foundation for his professional life. His education continued with an MBA from the William E. Simon Graduate School of Business at the University of Rochester, further cementing his role in the financial world.
Progression in Financial Services
His entry into the financial services sector was marked by professionalism and leadership, mirroring his academic achievements. At Citigroup, his initial role involved managing trading activities for a vast portfolio of institutional clients, overseeing assets worth over a trillion dollars. This role was a precursor to his future influential positions in the industry.
Impact at Sandhill
In 2014, Jonathan joined Sandhill as a Partner and Managing Director, where he continued to exhibit his leadership skills, helping clients with their unique financial situations. His focus has been on developing strategies that create wealth and ensure the perpetuation and understanding of family values for future generations.
Professional Achievements and Recognition
He earned 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, especially in managing wealth for entrepreneurial families, was recognized in Forbes' ‘Next-Gen Best-In-State Wealth Advisors’ in 2019 and ‘Best-In-State Wealth Advisors’ in 2021 and 2023.
Family Life and Personal Priorities
As a single father of three, he adeptly manages his professional obligations alongside a vibrant family life. His limited free time is primarily dedicated to his children, reflecting his strong commitment to family values.
Community Engagement and Giving Back
Despite his busy professional life, he remains actively engaged in community service in Buffalo, NY. His volunteering reflects his commitment to the community and his leadership qualities.
Jonathan Amoia’s biography portrays a man of significant professional skill and unwavering leadership. His steadfast commitment to wealth management and community service inspires those around him.
Foundations of a Financial Leader
His leadership journey began at SUNY New Paltz, where, as Student Body President, he showcased his commitment and dedication, setting the stage for his future career. Graduating with honors, he laid a solid foundation for his professional life. His education continued with an MBA from the William E. Simon Graduate School of Business at the University of Rochester, further cementing his role in the financial world.
Progression in Financial Services
His entry into the financial services sector was marked by professionalism and leadership, mirroring his academic achievements. At Citigroup, his initial role involved managing trading activities for a vast portfolio of institutional clients, overseeing assets worth over a trillion dollars. This role was a precursor to his future influential positions in the industry.
Impact at Sandhill
In 2014, Jonathan joined Sandhill as a Partner and Managing Director, where he continued to exhibit his leadership skills, helping clients with their unique financial situations. His focus has been on developing strategies that create wealth and ensure the perpetuation and understanding of family values for future generations.
Professional Achievements and Recognition
He earned 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, especially in managing wealth for entrepreneurial families, was recognized in Forbes' ‘Next-Gen Best-In-State Wealth Advisors’ in 2019 and ‘Best-In-State Wealth Advisors’ in 2021 and 2023.
Family Life and Personal Priorities
As a single father of three, he adeptly manages his professional obligations alongside a vibrant family life. His limited free time is primarily dedicated to his children, reflecting his strong commitment to family values.
Community Engagement and Giving Back
Despite his busy professional life, he remains actively engaged in community service in Buffalo, NY. His volunteering reflects his commitment to the community and his leadership qualities.
Jonathan Amoia’s biography portrays a man of significant professional skill and unwavering leadership. His steadfast commitment to wealth management and community service inspires those around him.