Jonathan Amoia has spent more than two decades shaping a career defined by strategic insight, disciplined execution, and meaningful client relationships. As Founder and Managing Director of Advocate Wealth, he leads a boutique advisory firm devoted to delivering comprehensive private wealth solutions. The firm integrates financial planning, investment selection and oversight, estate coordination, tax-sensitive strategies, succession and exit planning, financial heir development, and family office services. Through this holistic framework, he ensures that every aspect of a family’s financial life is aligned with its broader objectives.
Guiding Families Through Complexity
At the heart of Jonathan’s work is a deep commitment to helping families manage the human side of wealth. He understands that multi-generational affluence can introduce both opportunity and strain. His advisory philosophy emphasizes clarity of purpose, responsible stewardship, and proactive communication among family members. By encouraging thoughtful dialogue around legacy, governance, and shared values, he helps clients preserve not only capital but also unity. His counsel is grounded in the belief that financial capital should support human and intellectual capital across generations.
Early Leadership and Academic Excellence
Jonathan Amoia’s dedication to service first emerged during his time at SUNY New Paltz, where he served as Student Body President. In this leadership role, he demonstrated accountability, collaboration, and a strong work ethic. Graduating with honors and earning a Bachelor of Science degree, he built a solid academic foundation for his future endeavors. He later pursued an MBA at the William E. Simon Graduate School of Business at the University of Rochester, sharpening his financial acumen and strategic perspective.
Global Market Experience at Citigroup
Jonathan began his professional career at Citigroup, gaining firsthand exposure to the scale and sophistication of global financial markets. He was responsible for managing trading relationships with more than 60 institutional clients whose combined assets exceeded $1 trillion. This role demanded precision, analytical rigor, and disciplined risk management. The experience strengthened his understanding of complex asset structures and reinforced his commitment to delivering thoughtful and informed guidance.
Entrepreneurial Focus and Industry Recognition
In 2014, Amoia advanced his client-centric vision by becoming Partner and Managing Director at Sandhill. There, he continued to craft tailored strategies for entrepreneurial families navigating liquidity events and long-term wealth transitions. He earned the Certified Private Wealth Advisor designation through the Yale School of Management and the Certified Exit Planning Advisor designation from the Exit Planning Institute, reinforcing his expertise in advanced planning strategies.
Jonathan Amoia’s leadership has been recognized nationally, including honors from Forbes as a Next Gen Best-In-State Wealth Advisor and a Best-In-State Wealth Advisor in multiple years. Outside the office, Jonathan actively supports the Buffalo, New York community through board service and civic engagement. His professional achievements and community involvement together reflect a career built on integrity, foresight, and a genuine commitment to service.
