For over two decades, Jonathan Amoia has distinguished himself as a leader in private wealth management, combining technical expertise with a client-centered philosophy. As Founder and Managing Director of Advocate Wealth, he leads a boutique firm delivering integrated financial planning, investment management, estate coordination, succession strategy, and comprehensive support tailored to complex family needs. Jonathan believes that enduring wealth requires clarity of purpose and thoughtful stewardship. He works closely with multigenerational families to articulate shared values, reduce uncertainty, and prepare heirs for responsible leadership. By addressing both financial architecture and interpersonal dynamics, he helps families sustain unity while advancing long-term financial objectives with discipline and intention. Amoia's foundation in leadership began at SUNY New Paltz, where he served as Student Body President and graduated with honors. The experience shaped his commitment to service and accountability. He later earned his MBA from the William E. Simon Graduate School of Business at the University of Rochester, strengthening his strategic insight and financial acumen. 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. Operating in a complex global marketplace, he developed a rigorous understanding of risk, capital markets, and client service. This early experience provided the discipline and perspective that inform his advisory practice today. In 2014, Jonathan joined Sandhill as Partner and Managing Director, focusing on entrepreneurial families facing pivotal financial transitions. He crafted personalized strategies that addressed liquidity events, business succession, and legacy planning. His work emphasized aligning wealth structures with family mission, ensuring that financial success translated into enduring impact across generations. Jonathan Amoia holds the Certified Private Wealth Advisor designation from the Yale School of Management and the Certified Exit Planning Advisor credential. Forbes has recognized him on its Next Gen and Best-In-State Wealth Advisors lists. Committed to his Buffalo community, he serves on local boards and supports civic initiatives, reflecting a consistent dedication to leadership, service, and responsible stewardship.