With more than twenty years of experience in the financial services industry, Jonathan Amoia has cultivated a career defined by strategic insight and disciplined execution. As Founder and Managing Director of Advocate Wealth, he leads a boutique advisory firm built to address the complex financial needs of affluent and entrepreneurial families. His leadership reflects a commitment to delivering comprehensive solutions that are both technically sound and personally meaningful.

Advocate Wealth offers an integrated suite of services that includes detailed financial planning, customized investment oversight, estate and tax coordination, succession strategy, exit planning for business owners, family office services, and structured next-generation preparation. Jonathan’s approach ensures that each component of a client’s financial life operates within a unified framework designed for long-term sustainability.

Elevating Family Governance and Continuity

Jonathan Amoia believes that sustaining wealth requires more than prudent investing. It demands clarity of purpose, shared understanding, and thoughtful governance. He works closely with multi-generational families to help them define the role wealth plays in their lives and establish structures that promote continuity.

Through facilitated discussions and tailored education, Jonathan helps family members navigate sensitive transitions, minimize misunderstandings, and strengthen accountability. His process emphasizes preparation of future leaders, encouraging financial literacy and stewardship so that inherited responsibility is embraced with confidence rather than uncertainty.

Academic Distinction and Leadership Foundations

Amoia's leadership journey began at SUNY New Paltz, where he served as Student Body President while earning his Bachelor of Science degree with honors. This experience shaped his belief in service-oriented leadership and reinforced the importance of clear communication and representation.

Jonathan further advanced his education by earning an MBA from the William E. Simon Graduate School of Business at the University of Rochester. The program provided advanced training in finance and strategy, equipping him with the analytical rigor necessary for high-level financial decision-making.

Institutional Expertise and Advisory Growth

Jonathan Amoia launched his career at Citigroup, managing trading relationships for more than 60 institutional clients representing over $1 trillion in investable assets. This exposure to large-scale global markets enhanced his understanding of risk management, asset allocation, and disciplined execution.

In 2014, Jonathan joined Sandhill as a Partner and Managing Director, where he expanded his focus on advising entrepreneurial families. There, he integrated personal wealth management with business transition strategy, helping clients align liquidity events with broader legacy goals.

Recognition, Credentials, and Civic Leadership

Amoia earned the Certified Private Wealth Advisor designation through the Yale School of Management and the Certified Exit Planning Advisor designation through the Exit Planning Institute. These credentials reflect his specialization in serving business owners and complex family enterprises. He has been recognized on multiple Forbes Best-In-State Wealth Advisors lists for his consistent professional excellence.

Beyond his advisory practice, Jonathan Amoia actively contributes to the Buffalo, New York, community through board service and local involvement. His dedication to both professional mastery and civic engagement underscores a leadership philosophy rooted in responsibility, service, and enduring impact.