Jonathan Amoia is a beacon of professionalism and leadership in the financial sector, with a career spanning over two decades. His journey is more than a deep engagement with finance; it embodies his commitment to guiding families in the complex world of intergenerational wealth management. As an accomplished leader and expert, he navigates the intricate challenges and potential disputes within wealthy, multi-generational families.
His leadership odyssey began at SUNY New Paltz, where, as the Student Body President, he set the cornerstone for his future success, graduating with honors. This early phase of dedication and excellence seamlessly transitioned into his pursuit of an MBA at the William E. Simon Graduate School of Business at the University of Rochester.
His professional path took flight at Citigroup, where his leadership and professional ethos were immediately evident. He managed trading operations for over sixty institutional clients, overseeing assets surpassing a trillion dollars. This role marked the start of a career punctuated with significant achievements.
In 2014, he moved to Sandhill, taking on the role of Partner and Managing Director. Here, he has continued to exhibit exceptional leadership skills, assisting clients with their distinctive financial needs. He focuses on crafting tailored strategies for wealth accumulation, ensuring the enduring legacy and values of family assets for future generations.