Jonathan Amoia has built a career in private wealth advisory defined by discipline, foresight, and an unwavering commitment to the families he serves. As Founder and Managing Director of Advocate Wealth, he leads a boutique firm that delivers integrated financial planning, investment oversight, estate coordination, succession strategy, and family office services to sophisticated, multigenerational clients.

He believes wealth management is most effective when it aligns financial capital with human capital. Jonathan partners with families to clarify purpose, articulate shared values, and establish governance frameworks that foster accountability and trust. His work emphasizes preparation, communication, and education, helping families navigate complex transitions while preserving both assets and relationships.

Jonathan’s leadership journey began at SUNY New Paltz, where he served as Student Body President and graduated with honors. The experience shaped his dedication to service and principled leadership. He later earned his MBA from the William E. Simon Graduate School of Business at the University of Rochester, strengthening his foundation in finance, economics, and strategic management.

Jonathan Amoia launched his professional career at Citigroup, managing trading relationships for more than 60 institutional clients representing over $1 trillion in investable assets. In this demanding global setting, Jonathan developed strong analytical discipline and risk awareness. The scale of responsibility refined his judgment and prepared him for leadership within the private wealth arena.
 

Learn more from Jonathan Amoia by visiting the articles below:
https://jonathanamoia.co/2025/05/26/historical-transformation-arista-networks
https://jonathanamoia.co/2025/05/26/all-clear-or-just-a-clearing/ 

For further reading, check out the main sources here:

https://www.linkedin.com/pulse/historical-transformation-arista-networks-jonathan-amoia-rxfle/?trackingId=njRlLR00TF69K98u7SHpNQ%3D%3D
https://www.linkedin.com/pulse/all-clear-just-clearing-jonathan-amoia-ljjjc/?trackingId=u9%2BWkvv2Sp22HWVx08HjmA%3D%3D 

To know more, click this link below...

We Are Living Through a Great Transformation and Your Portfolio Should Reflect That
Historical Transformation & Arista Networks
All Clear or Just a Clearing?
Jonathan Amoia Shares Insights Into Fiscal Reckoning and Market Signals
Jonathan Amoia’s Take On Navigating the Economic Landscape
Jonathan Amoia Shares Insights Into Beating the Odds in an Unpredictable Environment
Jonathan Amoia Discusses Liberation and Real Inflation
Jonathan Amoia Shares How Advisors Can Stay Ahead of Market Shifts
Jonathan Amoia on How to Choose the Right Certified Private Wealth Advisor for You
Jonathan Amoia on Navigating Unprecedented Times in Financial Markets
Jonathan Amoia’s Insights on the Intoxication of Artificial Intelligence
Jonathan Amoia on Venezuela, the Petrodollar, and American Power
Jonathan Amoia’s Tips for Building and Growing Your Clientele as a Certified Private Wealth Advisor