DeYoe Wealth Management

DeYoe Wealth Team

Jonathan K. DeYoe, CPWA®

LPL Registered Principal

Jonathan DeYoeIn 1994, Jonathan DeYoe moved to Berkeley, CA to attend an M.A. program at the Graduate Theological Union’s Institute of Buddhist Studies (IBS). In 1995, while still attending IBS, Jonathan began his career in financial services and found his true vocation. Although he enjoys the puzzled look on people’s faces when they first hear of this unlikely professional transition, it’s clear to all who work with DeYoe Wealth Management that Jonathan’s unique background correlates perfectly with his unwavering ethics and mission to provide “holistic wealth management.”

Jonathan's professional experience includes investment management responsibilities at Morgan Stanley, UBS PaineWebber and Salomon Smith Barney. After completing Level I of the Chartered Financial Analyst program in 2001, he founded DeYoe Wealth Management, guided by the principle that no amount of money or prestige was ever worth sacrificing one’s integrity.  Jonathan's primary aim is to provide independent, unbiased advice that gives his clients the opportunity to be financially successful and pursue their passions — all while remaining firmly rooted in their values. Read full bio

Email Mr. DeYoe at jonathan@deyoewealthmanagement.com

 

Team

 

Nancy Wright Cooper

Nancy Wright Cooper

Nancy Wright Cooper joined DeYoe Wealth Management as our Team Leader and Operations Manager in 2007. She works closely with both new and existing clients, helping them set-up new accounts and implement investment plans. Nancy oversees every aspect of our business and operations, working side-by-side with Jonathan Deyoe, John Madden, Naomi Evans, David Glotzer and the back office at LPL Financial to ensure that our clients receive the highest level of service we can offer.

Nancy came to DeYoe Wealth Management with over a decade of experience in the securities industry and investment management. Prior to joining DeYoe Wealth Management, she served as a compliance officer for Thornburg Investment Management in Santa Fe, NM, where her focus was client reporting, marketing, and trading compliance for institutional and separately managed accounts. Before joining Thornburg, Nancy helped establish North Point Advisors, a mergers and acquisitions firm in San Francisco. Nancy’s experience also includes a long tour of duty in the Capital Markets Group at Van Kasper, and she has worked with Smith Barney and Morgan Stanley Dean Witter, as well. We feel lucky to have someone with her depth and breadth of industry knowledge as a member of DeYoe Wealth Management’s Team.

Nancy has a BA in English Literature from Humboldt State University and an MFA in Creative Writing from Columbia University. While plying her trade in the securities industry, she has also made time to pursue her passion for the arts. Nancy is a professionally produced playwright and critically-acclaimed performance artist whose work has been seen in New York, Edinburgh, Berkeley, and Santa Fe. She has shifted her focus from the stage to the page and is currently working on a cycle of memoirs.

When not in the office, Nancy can be found crafting prose, cooking tasty Italian meals, reading detective fiction, and hiking with her husband Andrew. The two of them share a fondness for Persian rugs, and they are avid art collectors whose current favorite is the work of Gerone Spruill, an artist they discovered at the Create Growth Arts Center in Oakland. Nancy has a grown daughter, Tess, who is also a talented artist.

Email Nancy at ncooper@deyoewealthmanagement.com

 

Naomi Evans

Naomi Evans

Naomi Evans joined DeYoe Wealth Management in 2013 as an Operations Associate and Front Office Manager. Before spontaneously starting her own transport business in 2007, Naomi gained 4 years of experience in the securities industry working for E*Trade as a Senior Financial Services Professional in the Sacramento Metro area.

Naomi grew up in both the San Francisco Bay Area and San Diego, and has lived in California her whole life. She says she has yet to find a place as culturally diverse and weather friendly as the Bay Area, although San Diego comes in a close second. Naomi graduated from U.C. Berkeley in 2002 with a B.A. degree in Interdisciplinary Studies. Go Bears!

Prior to joining DeYoe Wealth Management, she became a Licensed California Life Insurance Agent. Naomi has passed her Series 7, 63, and 65 Exams, and she has a Notary Public commission, as well. She is currently studying to become a Certified Financial Planner, and sees an MBA in her future. Naomi’s interests include riding motorcycles, traveling to Africa and Europe, continuous learning, and exploring different avenues for becoming healthier. She is a proud graduate of Leadership East Bay, and her latest passion is documentary filmmaking.

Email Naomi at  nevans@deyoewealthmanagement.com

 

David Glotzer 

David Glotzer joined DeYoe Wealth Management as a Wealth Advisor in November, 2014. He has over 18 years  of experience in the wealth management and trust industry, having served as a Vice President of BNYMellon Wealth Management for fourteen years and then as Vice President at City National Bank for more than four years.

Prior to beginning his career in wealth management, David worked as the west coast fundraising director for Brown University. He also served as Director of Development for Lick-Wilmerding High School, and enjoyed an extensive career working with arts organizations, including the San Francisco Art Commission, the Magic Theater, San Francisco Opera, and San Francisco Museum of Modern Art. David also has ample experience as a non-profit director. He was the first Chairman of the San Francisco Center for Psychoanalysis, the Vice President of the Board for Playground, the Treasurer of the Board of That Man May See, and the President of the Board of PACT, An Adoption Alliance.

David’s first career was as editor and publisher of Mulch Press, a small press devoted to poetry, literature and culture. Mulch was recognized by Publishers Weekly, the Village Voice¸ and the Wall Street Journal . David’s own writing has been published in Lillabulero, Broadway Boogie, Mulch, S.F. Chronicle Book Review, and elsewhere. A small book of his poems was published by the Heron Press.

David grew up in New York City where he attended Horace Mann High School and Columbia University, before moving on to the University of Massachusetts, Amherst, where he studied American History. He lives in Berkeley with his wife Charlotte, an RN in the emergency room at UCSF. They have been married for 26 years and are the transracial adoptive parents of two adult children: Aaron and Hannah. In 2014 the Glotzers welcomed their first grandchild, Nora Lawrie Glotzer.  David’s many interests include playing golf, cooking, watching old movies, and reading poetry, fiction, economics, and American history.

Email David at dglotzer@deyoewealthmanagement.com

 

John Madden

John MaddenJohn Madden joined DeYoe Wealth Management and LPL Financial as a Wealth Advisor in May of 2008. He has ten years experience in the securities industry and he previously served as an investment consultant with TD Ameritrade in Walnut Creek, CA. and Morgan Stanley in San Francisco.

John’s prior business experience includes twelve years as a retail executive for Brooks Brothers Clothiers and Burberry Ltd. in Massachusetts and California.

John grew up in Buffalo, New York and attended Boston College where he graduated with a B.A. degree in Economics. He recently earned a Certificate in Personal Financial Planning from U.C. Berkeley Extension. John is now designated to take the Certified Financial Planner exam.

John is a strong advocate of comprehensive, holistic financial planning. He believes that investment portfolios should be based on proper asset allocation, diversification and periodic rebalancing.

John and his wife Sheri Madden, a real estate agent, have been married 24 years. They have two daughters, Sarah and Leah, and have lived in Berkeley since 1993. John’s interests include watching football and basketball, playing a bit of tennis, barbecuing, reading every magazine he can get his hands on, and spending time with his family and friends.

Email John at jmadden@deyoewealthmanagement.com

 

Kristen Breyer Castleman

Naomi Evans

Kristen Castleman joined DeYoe Wealth Management in 2016 as our Front Office Manager. She has worked in customer service in numerous capacities over the past 15 years and enjoys helping others and meeting new people. While Kristen’s background is primarily in the arts, she interned as a runner and allocator on the NYSE trade floors, gaining firsthand experience in the financial services industry.

Born and raised in New York City, Kristen moved to the Bay Area in 2008 and hasn’t looked back. She earned her BFA in 2006 from Cooper Union for the Advancement of Science and Art, where she focused on printmaking and works on paper.

Prior to joining DeYoe Wealth Management, Kristen managed an art gallery which specialized in antique prints. Before that, she was the Teen Volunteer Coordinator and Humane Educator for Tony La Russa’s ARF from 2008-2012. She still loves art, animals and educating youth, but she is thrilled to be facilitating the DeYoe Team’s efforts to provide top-notch customer service and holistic wealth management to our clients

Kristen enjoys spending time with her family, which includes her husband Jeff, their rambunctious toddler Jackson, a flat-faced cat named Mooshie, and a very accomplished dog, Zev Valentine, CGC, who also happens to be a retired therapy dog. Kristen’s interests include making art, creative writing, futzing around with website design, swimming, exploring the East Bay Regional Parks, and supporting the Oakland Zoo. She is currently teaching herself how to use digital art mediums.

Email Kristen at  kbreyer@deyoewealthmanagement.com

 



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