In 2014, Jonathan Amoia transitioned to Sandhill, taking up the role of Partner and Managing Director. In this role, he continues to showcase his leadership skills, assisting clients with their unique financial needs. His strategy focuses on crafting personalized plans for wealth generation, ensuring that subsequent generations convey and understand the values and legacies of family wealth.

His qualifications underpin his professional achievements, including the Certified Private Wealth Advisor® (CPWA®) from the Yale School of Management and the Certified Exit Planning Advisor (CEPA®) from the Exit Planning Institute. His expertise and leadership have been recognized on Forbes’ lists, such as ‘Next-Gen Best-In-State Wealth Advisors’ in 2019 and ‘Best-In-State Wealth Advisors’ in 2021 and 2023.

Beyond his professional endeavors, he is a committed single father to three children, balancing their busy lives with his professional duties. His limited free time is devoted to his family, where he also exemplifies leadership qualities. Additionally, he is actively involved in his local community in Buffalo, NY, reflecting his commitment to service and community involvement.

In summary, his biography paints a picture of a man with substantial professional skill and leadership who continues to inspire through his dedication to wealth management and community service.