Jonathan Amoia

Jonathan Amoia has been a standout figure in the financial industry for over two decades, exemplifying professionalism and leadership. His career transcends a mere interest in finance, reflecting his dedication to assisting families in managing their intergenerational wealth. As a distinguished professional and leader, he skillfully navigates the complex dynamics and potential conflicts inherent in wealthy, multi-generational families.

His journey in leadership began at SUNY New Paltz, where, as the Student Body President, he laid the foundation for his future successes. Graduating with honors, he demonstrated a commitment to excellence that continued through his pursuit of an MBA at the William E. Simon Graduate School of Business at the University of Rochester.

His professional path commenced at Citigroup, a testament to his persistent professionalism and leadership. He was responsible for trading operations for numerous institutional clients, managing assets worth over a trillion dollars. This role marked the onset of a career characterized by significant milestones.

In 2014, Jonathan transitioned to Sandhill as a Partner and Managing Director. In this capacity, he consistently exhibits leadership, assisting clients with their unique financial needs. He focuses on developing tailored strategies for wealth generation, ensuring the legacy and values of family assets are conveyed and understood by upcoming generations.