Jonathan Amoia

For more than two decades, Jonathan Amoia has demonstrated steady leadership and disciplined expertise as a certified private wealth advisor. As Founder and Managing Director of Advocate Wealth, he leads a boutique advisory firm delivering integrated financial planning, investment oversight, estate coordination, succession strategy, and family office services. His practice is built on aligning wealth with purpose and on guiding families through meaningful, well-structured generational transitions. Jonathan’s philosophy extends beyond portfolio construction to the deeper responsibilities that accompany significant wealth. He works closely with multigenerational families to clarify shared values, reduce conflict, and strengthen communication. By addressing governance, legacy planning, and financial education for heirs, he helps families sustain both capital and cohesion. His approach reflects a balance of technical rigor and thoughtful counsel, grounded in a long-term perspective. A foundation of service shaped Jonathan’s early leadership path. At SUNY New Paltz, he served as Student Body President while earning a Bachelor of Science with honors. That experience reinforced his commitment to accountability and community. He later earned his MBA from the William E. Simon Graduate School of Business at the University of Rochester, further refining the analytical and strategic skills that guide his advisory work. Jonathan Amoia began his career at Citigroup, where he managed trading relationships with more than 60 institutional clients representing over $1 trillion in investable assets. The role provided global market exposure and sharpened his execution under pressure. In 2014, he joined Sandhill as Partner and Managing Director, focusing on personalized wealth strategies that integrate growth planning, exit preparation, and next-generation readiness.