For more than two decades, Jonathan Amoia has distinguished himself as a certified private wealth advisor known for professionalism, integrity, and steady leadership. As Founder and Managing Director of Advocate Wealth, he leads a boutique firm delivering integrated financial guidance, investment oversight, estate and tax coordination, succession planning, and family office services. His work centers on aligning wealth with long-term purpose while guiding families through thoughtful and responsible transitions.

Jonathan’s commitment extends beyond financial performance to the human dimensions of wealth. He partners with multigenerational families to clarify values, manage complexity, and reduce potential conflict. Grounded in principle and guided by a clear sense of mission, he helps clients explore questions of legacy, responsibility, and shared purpose. His approach blends technical expertise with empathy, ensuring that financial strategies reflect both measurable goals and enduring family intentions.

His leadership roots trace back to SUNY New Paltz, where he served as Student Body President and earned a Bachelor of Science with honors. That early dedication to service shaped his professional path. He later completed an MBA at the William E. Simon Graduate School of Business at the University of Rochester, strengthening his foundation in strategy, economics, and organizational leadership that would define his career in financial services.

Jonathan began his career at Citigroup, managing trading responsibilities for more than 60 institutional clients representing over $1 trillion in investable assets. The experience sharpened his discipline and global market insight. In 2014, he continued his advisory journey as a Partner and Managing Director at Sandhill, where he focused on personalized wealth strategies that integrate growth, governance, and preparation of future generations for responsible stewardship.

Jonathan Amoia holds the Certified Private Wealth Advisor designation from the Yale School of Management and the Certified Exit Planning Advisor designation from the Exit Planning Institute. Recognized by Forbes on multiple Best In State Wealth Advisors lists, he remains committed to excellence. Outside his professional work, he serves Buffalo, New York, through board involvement and community engagement, reflecting a consistent dedication to service and thoughtful leadership.