Jonathan Amoia

planning, curated investment oversight, tax-aware estate coordination, succession and exit planning, financial heir coaching, family office services, and carefully structured next-generation wealth transitions. Through this platform, he has built a reputation for combining technical excellence with deep personal commitment to the families he serves.

Jonathan’s work extends well beyond financial performance. He is driven by a desire to help families navigate the complexities of intergenerational wealth with clarity and unity. Recognizing that significant wealth often introduces emotional and relational challenges, he guides clients through conversations about purpose, stewardship, and shared values. His approach emphasizes preparing heirs for responsibility, reducing the risk of conflict, and fostering alignment across generations. By addressing both financial structures and family dynamics, he supports enduring legacies built on intention rather than assumption.

Jonathan Amoia’s leadership qualities were evident early in his academic career at SUNY New Paltz, where he served as Student Body President. In that role, he demonstrated accountability, collaboration, and a commitment to serving others. He graduated with honors, earning a Bachelor of Science degree that laid the groundwork for his professional discipline and integrity. He later completed his MBA at the William E. Simon Graduate School of Business at the University of Rochester, further strengthening his expertise in finance, strategy, and organizational leadership.

Jonathan began his professional journey at Citigroup, one of the world’s leading financial institutions. There, he managed trading responsibilities for more than 60 institutional clients representing over $1 trillion in investable assets. This experience refined his analytical skills and broadened his understanding of global markets, risk management, and complex portfolio structures. His time at Citigroup established a strong technical foundation and prepared him for increasingly significant leadership roles.

In 2014, Amoia joined Sandhill as Partner and Managing Director, where he continued to deepen his focus on entrepreneurial families and customized wealth strategies. He earned the Certified Private Wealth Advisor designation through the Yale School of Management and the Certified Exit Planning Advisor designation from the Exit Planning Institute. His expertise has been recognized nationally, including appearances on Forbes lists honoring Next Gen Best-In-State Wealth Advisors and Best-In-State Wealth Advisors.

Beyond his professional achievements, Jonathan Amoia remains active in the Buffalo, New York community, serving on several local boards. His commitment to service reflects the same thoughtful leadership that defines his work with clients and reinforces his dedication to building lasting impact both professionally and personally.