For over two decades, Jonathan Amoia has exemplified the pinnacle of professionalism and leadership across various roles within the financial industry. As a certified private wealth advisor, his career has been marked by a deep commitment to helping families navigate the complexities of intergenerational wealth planning. His work goes beyond mere financial management; it touches on the core issues of purpose and potential conflicts that often arise within multi-generational, high-net-worth families. His principled approach and influential leadership have solidified his reputation as a trusted advisor who understands the deeper nuances of wealth management and its impact on family dynamics. Jonathan's journey as a financial leader began during his time at SUNY New Paltz, where he served as Student Body President. This role was the first indication of his strong sense of responsibility and dedication to service, qualities that would become the cornerstone of his professional life. Graduating with honors and a B.S. degree, he laid a solid foundation for a career dedicated to excellence. He further enhanced his academic credentials by earning an MBA from the prestigious William E. Simon Graduate School of Business at the University of Rochester, equipping him with the advanced knowledge necessary to excel in the financial world. Amoia's entry into the financial services sector was characterized by the same level of professionalism and leadership that marked his academic career. He began his professional journey with Citigroup, one of the world's leading global banks. At Citigroup, he managed trading responsibilities for over 60 institutional clients, overseeing more than one trillion dollars in investable assets. His success in this role was a clear indication of his exceptional skills and foresight in financial management, serving as a precursor to even more significant opportunities that lay ahead in his career. In 2014, Jonathan took on a new challenge by joining Sandhill as a Partner and Managing Director. At Sandhill, he has continued to demonstrate his leadership abilities by helping clients navigate their unique financial situations. His work is not just about wealth generation; it's about ensuring that the values and purposes of family assets are understood and preserved for future generations. His approach to wealth management is holistic, focusing on the long-term impact of financial decisions on family legacies and providing personalized strategies that align with his client's values and goals. To further build his expertise, Jonathan Amoia earned the Certified Private Wealth Advisor® (CPWA®) designation from the Yale School of Management and the Certified Exit Planning Advisor (CEPA®) designation from the Exit Planning Institute. These certifications have reinforced his specialization in private wealth management, particularly for entrepreneurial families. His professional achievements have been recognized on a national level, with Jonathan being named on Forbes 'Next-Gen Best-In-State Wealth AdvisorsAdvisors' list in 2019 and the 'Best-In-State Wealth Advisors' list in both 2021 and 2023. These accolades are a testament to his consistent display of professional expertise and unwavering dedication to the financial industry, solidifying his place as a leader in wealth management. Learn more from Jonathan Amoia, click the links below: https://jonathanamoia.co/2025/05/26/historical-transformation-arista-networks/ https://jonathanamoia.co/2025/05/26/all-clear-or-just-a-clearing/ Or click the main source from here: https://www.linkedin.com/pulse/historical-transformation-arista-networks-jonathan-amoia-rxfle/?trackingId=njRlLR00TF69K98u7SHpNQ%3D%3D https://www.linkedin.com/pulse/all-clear-just-clearing-jonathan-amoia-ljjjc/?trackingId=u9%2BWkvv2Sp22HWVx08HjmA%3D%3D