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Buffalo, NY United States

Partner / Managing Director

Consulting / Advisory

Jonathan Amoia has earned prestigious certifications, including the Certified Private Wealth Advisor® (CPWA®) from the Yale School of Management and the Certified Exit Planning Advisor (CEPA®) from the Exit Planning Institute. His professional excellence and leadership have been acknowledged by Forbes, with recognition in the ‘Next-Gen Best-In-State Wealth Advisors’ list in 2019 and the ‘Best-In-State Wealth Advisors’ list in both 2021 and 2023. Beyond his professional life, Jonathan is a devoted single father, skillfully managing the dynamic schedules of his three children. His limited free time is dedicated to his family, highlighting his leadership in his personal life.