Search This Blog

Jonathan Amoia

Jonathan Amoia's expertise in private wealth management is further evidenced by his continued pursuit of education and industry recognition. He has 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 reflect his specialized focus on serving entrepreneurial families.

Posts

Showing posts from December, 2023

Show all

Jonathan Amoia

Get link
Facebook
X
Pinterest
Email
Other Apps

December 18, 2023

To know more click the links below: http://www.linkedin.com/in/jamoia https://twitter.com/AmoiaJonat4880

Powered by Blogger

Theme images by nicodemos

Jonathan Amoia: 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. Jonathan's 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. Amoia commenced his career in the financial world at Citigroup, where his professionalism and leadership skills shone through. This role began an illustrious career filled with notable achievements, as he managed trading operations for a portfolio exceeding a trillion dollars in assets for numerous institutional clients.

Visit profile