Jonathan Amoia

Jonathan Amoia brings more than twenty years of experience in financial services, marked by steady leadership and a disciplined advisory approach. As Founder and Managing Director of Advocate Wealth, he leads a boutique firm focused on comprehensive wealth strategy. His services span investment management, financial planning, estate coordination, succession design, and family office guidance tailored to complex client needs.

Central to Jonathan’s philosophy is the conviction that wealth should reflect intention and shared purpose. He works alongside multigenerational families to clarify goals, strengthen governance, and prepare future leaders for stewardship. By integrating technical planning with open communication, he helps families manage transition thoughtfully while preserving both capital and cohesion.

His leadership roots trace back to SUNY New Paltz, where he served as Student Body President and graduated with honors. That formative role instilled a lasting commitment to responsibility and service. He later earned his MBA from the William E. Simon Graduate School of Business at the University of Rochester, refining his expertise in finance, strategy, and organizational leadership.

Jonathan began his professional career at Citigroup, managing trading relationships for over 60 institutional clients with more than $1 trillion in investable assets. In this demanding environment, he strengthened his analytical rigor and market insight. The experience provided a foundation for his transition into private wealth advisory, where personalized counsel became his focus.

In 2014, he became Partner and Managing Director at Sandhill, concentrating on entrepreneurial families navigating liquidity events and succession decisions. He designed customized strategies that addressed business transitions, legacy planning, and intergenerational education. His work ensured that financial frameworks aligned with each family’s mission and long-term aspirations.

Jonathan Amoia earned the Certified Private Wealth Advisor designation through the Yale School of Management and the Certified Exit Planning Advisor credential. Forbes has recognized him on its Next Gen and Best-In-State Wealth Advisors lists. Beyond his professional responsibilities, he serves on boards within the Buffalo community, reflecting his enduring commitment to civic engagement and principled leadership.