Jonathan Amoia Male • United States of America

For more than two decades, Jonathan Amoia has built a career defined by steady leadership and trusted counsel in private wealth management. As Founder and Managing Director of Advocate Wealth, he oversees a boutique advisory firm dedicated to comprehensive financial planning, disciplined investment oversight, estate coordination, and succession strategy. His work is grounded in clarity and accountability, helping families navigate financial complexity with structure, confidence, and long-term perspective.

Jonathan’s practice is centered on multigenerational families seeking to align wealth with purpose. He facilitates meaningful conversations around values, governance, and responsibility, ensuring that financial resources support a shared vision. By integrating planning with education and communication, he helps families reduce friction and cultivate capable future stewards. His approach balances analytical rigor with thoughtful guidance, recognizing that enduring success depends on both financial capital and human capital.

Amoia's commitment to leadership began at SUNY New Paltz, where he served as Student Body President and graduated with honors. The experience shaped his belief in service, integrity, and collaborative decision-making. He later earned his MBA from the William E. Simon Graduate School of Business at the University of Rochester, strengthening his expertise in finance and strategic management. These formative years established the professional discipline that continues to guide his work.

Jonathan Amoia began his financial services career at Citigroup, managing trading relationships for more than 60 institutional clients representing over $1 trillion in investable assets. The role demanded precision and resilience in dynamic markets. In 2014, he became a Partner and Managing Director at Sandhill, advising entrepreneurial families and business owners on integrated investment management and exit planning strategies tailored to complex financial landscapes.

Jonathan holds the Certified Private Wealth Advisor designation through the Yale School of Management and the Certified Exit Planning Advisor designation from the Exit Planning Institute. Jonathan has been recognized by Forbes on the Next Gen Best In State and Best In State lists across multiple years. Based in Buffalo, New York, he also serves on nonprofit boards, reflecting his enduring dedication to civic leadership and community impact.