For over two decades, Jonathan Amoia has established himself as a paragon of professionalism and leadership in the financial industry. As a certified private wealth advisor, he has consistently demonstrated an unwavering commitment to helping families navigate the complexities of intergenerational wealth planning. His approach to financial advising extends beyond traditional boundaries, focusing on addressing the deeper issues of purpose and potential conflicts that often arise in multi-generational, high-net-worth families. His dedication to these principles has solidified his reputation as a principled professional and an influential leader in the field.

Jonathan's path to becoming a financial leader began during his academic years at SUNY New Paltz, where he served as Student Body President. This role allowed him to cultivate a strong sense of responsibility and a deep commitment to service—qualities that would later become the foundation of his professional career. He graduated with honors, earning a B.S. degree that set the stage for his future endeavors in the financial world. Recognizing the importance of further education, he pursued an MBA from the William E. Simon Graduate School of Business at the University of Rochester. This advanced degree equipped him with the strategic and analytical tools necessary to excel in the competitive landscape of finance.

Amoia's career in financial services began with a prominent role at Citigroup, one of the leading global banks. At Citigroup, he managed trading responsibilities for over 60 institutional clients, overseeing more than one trillion dollars in investable assets. His success in this role was a testament to his exceptional financial acumen and leadership abilities. The experience he gained at Citigroup not only honed his skills but also prepared him for even more significant roles in the financial industry. His work at Citigroup was characterized by the same level of dedication and professionalism that had marked his academic journey, laying the groundwork for his future successes.

In 2014, Jonathan made a strategic move by joining Sandhill as a Partner and Managing Director. At Sandhill, he has continued to demonstrate his leadership skills by helping clients navigate their unique financial circumstances. His approach is not solely focused on wealth generation but also on ensuring that the values and purposes associated with family assets are understood and preserved by future generations. His work at Sandhill reflects a holistic approach to wealth management, taking into account the long-term impact of financial decisions on family legacies. His personalized strategies are designed to align with the values and goals of each family, ensuring that their wealth serves a meaningful purpose across generations.

His professional certifications further reinforce Jonathan Amoia's expertise 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. These certifications underscore his specialization in private wealth management, particularly for entrepreneurial families. His consistent display of professional expertise and leadership has been recognized on a national level, with his inclusion on Forbes' '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 reflect his unwavering dedication to the financial industry and his role as a trusted advisor to his clients, solidifying his standing as a leader in wealth management.