Jonathan Amoia

For more than twenty years, Jonathan Amoia has built a reputation for principled leadership and disciplined financial stewardship. A certified private wealth advisor, he is the Founder and Managing Director of Advocate Wealth, a boutique advisory firm delivering integrated financial planning, investment management, estate coordination, succession strategy, and family office solutions. His work centers on helping families align capital with conviction while thoughtfully preparing for generational continuity. Jonathan approaches wealth management as both a technical discipline and a human responsibility. He advises multigenerational families on navigating complexity, clarifying shared values, and addressing the challenges that accompany significant assets. With a steady and reflective style, he guides conversations about purpose, governance, and legacy. His counsel supports not only financial growth but also cohesion, communication, and long-term harmony within entrepreneurial families. His leadership journey began at SUNY New Paltz, where he served as Student Body President and earned a Bachelor of Science with honors. The experience reinforced his commitment to service and accountability. He later earned his MBA from the William E. Simon Graduate School of Business at the University of Rochester, developing the analytical and strategic perspective that would anchor his career in the financial sector. Jonathan started in financial services at Citigroup, where he managed trading relationships for more than 60 institutional clients, overseeing over $1 trillion in investable assets. The role demanded precision and resilience in dynamic markets. In 2014, he joined Sandhill as Partner and Managing Director, deepening his focus on tailored strategies that integrate investment oversight, exit planning, and preparation of heirs for responsible wealth stewardship. Jonathan Amoia 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. Forbes has recognized his work on multiple Best-in-State Wealth Advisors lists. Beyond his professional responsibilities, he remains active in the Buffalo, New York community through board service, reflecting a consistent commitment to leadership grounded in service and integrity.