jonathanamoiaのプロフィール
Jonathan Amoia has been an influential figure in the financial sector for over twenty years, displaying a remarkable blend of professionalism and leadership. His career extends beyond a firm grasp of finance, encompassing a deep-rooted commitment to assisting families in intergenerational wealth management. As an experienced professional and visionary leader, he adeptly manages the complex dynamics and potential disputes in affluent, multi-generational families.
His leadership story originated at SUNY New Paltz, where his tenure as Student Body President set the stage for his future accomplishments, graduating with honors. This period of dedication to excellence was a precursor for his subsequent academic journey, culminating in an MBA from the William E. Simon Graduate School of Business at the University of Rochester.
He began his professional journey at Citigroup, where he was recognized for his exceptional leadership and professionalism. Managing trading for a broad portfolio of over sixty institutional clients, he handled assets totaling over a trillion dollars. This role was the beginning of a career filled with noteworthy milestones.
In 2014, he transitioned to a pivotal role at Sandhill, becoming a Partner and Managing Director. He demonstrates outstanding leadership in this position, helping clients with their unique financial challenges. His approach focuses on creating personalized strategies for wealth accumulation, ensuring the values and objectives of family wealth are effectively communicated and understood by future generations.
His leadership story originated at SUNY New Paltz, where his tenure as Student Body President set the stage for his future accomplishments, graduating with honors. This period of dedication to excellence was a precursor for his subsequent academic journey, culminating in an MBA from the William E. Simon Graduate School of Business at the University of Rochester.
He began his professional journey at Citigroup, where he was recognized for his exceptional leadership and professionalism. Managing trading for a broad portfolio of over sixty institutional clients, he handled assets totaling over a trillion dollars. This role was the beginning of a career filled with noteworthy milestones.
In 2014, he transitioned to a pivotal role at Sandhill, becoming a Partner and Managing Director. He demonstrates outstanding leadership in this position, helping clients with their unique financial challenges. His approach focuses on creating personalized strategies for wealth accumulation, ensuring the values and objectives of family wealth are effectively communicated and understood by future generations.