Jonathan Amoia has been a guiding force in the financial sector for over two decades, showcasing a blend of professional insight and leadership. His journey transcends a deep-rooted interest in finance, highlighting his commitment to guiding families in the nuanced realm of intergenerational wealth management. As an accomplished professional and influential leader, he tackles the complexities and potential conflicts that emerge in affluent, multi-generational families. His path to leadership started at SUNY New Paltz, where, as Student Body President, he laid the groundwork for his professional journey, graduating with honors. This early dedication to service and excellence continued into his postgraduate studies, leading him to earn an MBA from the William E. Simon Graduate School of Business at the University of Rochester. He commenced his career in the financial world at Citigroup, where his professionalism and leadership skills shone through. Managing trading operations for a portfolio exceeding a trillion dollars in assets for numerous institutional clients, this role began an illustrious career filled with notable achievements. In 2014, Jonathan made a pivotal career move to Sandhill, assuming the roles of Partner and Managing Director. In this capacity, he has consistently demonstrated his leadership skills, assisting clients in navigating their unique financial situations. He focuses on devising custom wealth accumulation strategies, ensuring that future generations effectively communicate and understand the legacy and values of family assets.