60For over two decades, Jonathan Amoia has distinguished himself as a certified private wealth advisor, consistently demonstrating exceptional professionalism and leadership across various roles in the financial industry. His work extends beyond a mere passion for finance; it reflects a deep commitment to assisting families in navigating the intricate process of intergenerational wealth planning. His approach is rooted in addressing the profound issues of purpose and potential conflicts that often arise within multi-generational high-net-worth families. As a conscientious professional and influential leader, his mission is to ensure that these families are not only financially secure but also aligned in their values and goals across generations.
Jonathan's leadership journey began during his academic years at SUNY New Paltz, where he served as Student Body President. In this role, he exhibited a strong sense of responsibility and a dedication to service, qualities that would become the foundation of his professional career. He graduated with honors, earning a B.S. degree that set the stage for his future endeavors. His commitment to education didn't stop there; he went on to obtain an MBA from the William E. Simon Graduate School of Business at the University of Rochester. This advanced education equipped him with the skills and knowledge necessary to excel in the complex world of finance, laying the groundwork for his future successes.
Amoia's career in financial services began at Citigroup, one of the leading global banks. Here, he was entrusted with managing trading responsibilities for over 60 institutional clients, overseeing more than one trillion dollars in investable assets. His work at Citigroup was characterized by the same level of professionalism and leadership that had marked his academic journey. This role not only honed his financial acumen but also prepared him for the more significant opportunities that would come later in his career. His success at Citigroup was a clear indication of his exceptional abilities and his potential to make a substantial impact in the financial industry.
In 2014, Jonathan took a pivotal step in his career by joining Sandhill as a Partner and Managing Director. At Sandhill, he has continued to showcase his leadership skills by helping clients address their unique financial circumstances. His focus is not merely on wealth generation but also on ensuring that the values and purposes of family assets are well understood and preserved by future generations. His approach to wealth management is holistic, 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 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 professional achievements have been recognized on a national level, with his inclusion in 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 are a testament to his consistent display of professional expertise and leadership, solidifying his reputation as a trusted advisor in the financial industry.