Jonathan K. DeYoe, AIF® & CPWA®
Born and raised in Rapid City, South Dakota, Jonathan moved to Berkeley, California in 1994 to attend the Graduate Theological Union’s Institute of Buddhist Studies (IBS). The following year he 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 informs his unwavering commitment to providing truly holistic wealth management.
Prior to establishing his own firm, Jonathan worked for a number of Wall Street behemoths, including Morgan Stanley, UBS PaineWebber, and Salomon Smith Barney. He founded DeYoe Wealth Management in 2001 because he wanted to offer independent financial advice and unparalleled customer service in a warm, welcoming, client-centered environment. Today, Jonathan and his team manage close to $250,000,000 for nearly 235 families and non-profits in the Bay Area and beyond. He is a California Licensed Insurance Agent and a Certified Private Wealth Advisor.
Jonathan writes about Financial Literacy and Behavioral Wealth Management for news outlets like BusinessInsider.com and MindBodyGreen.com. He is also the author of the Amazon Bestseller Mindful Money: Simple Practices for Realizing Your Financial Goals and Increasing Your Happiness Dividend, and he speaks locally and nationally on the intersection of money and mindfulness.
Outside the office, Jonathan’s life revolves around family, friends, and community engagement. He enjoys entertaining, travel, good food, good wine, good whiskey, the great outdoors, and great literature. He loves skiing with his family and is passionate about the “beautiful game” of soccer. Jonathan and his wife Kate make their home in the Berkeley Hills. They have a son named Eli and a daughter Annie, both of whom are accomplished soccer players and musicians. Their cat, Posey, is only a so-so mouser. Email Jonathan at firstname.lastname@example.org.
David joined DeYoe Wealth Management as a wealth advisor in November 2014. He has over two decades of experience in the financial and trust worlds, having served as vice president of BNYMellon Wealth Management for 14 years and a vice president at City National Bank for 4 years. Prior to transitioning to wealth management, he worked as a fundraising director for Brown University, served as director of development for Lick-Wilmerding High School, and held positions at numerous local 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 nonprofit director. His first career was as editor and publisher of Mulch Press, a small press devoted to poetry, literature, and culture that was recognized by Publishers Weekly, the Village Voice¸ and the Wall Street Journal. David’s own writing has appeared in Lillabulero, Broadway Boogie, Mulch, San Francisco Chronicle Book Review, and elsewhere. A small book of his poems was published in 1979 by 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 to study American history. He lives in Berkeley with his wife of thirty years, Charlotte, an RN in the emergency room at UCSF. They are the transracial adoptive parents of two adult children: Aaron and Hannah, and the proud grandparents of Nora Lawrie Glotzer. David’s myriad interests include golf, cooking, old movies, and reading voraciously.
Email David at email@example.com.
John joined DeYoe Wealth Management as a wealth advisor in May 2008 and now heads our planning team. He has over 20 years of experience in the securities industry. John previously served as an investment consultant with TD Ameritrade in Walnut Creek and worked for Morgan Stanley in San Francisco. His prior business experience includes 12 years as a retail executive for Brooks Brothers Clothiers and Burberry Ltd. in Massachusetts and California. John is a Licensed California Insurance Agent and has earned a Certificate in Personal Financial Planning from UC Berkeley Extension.
John grew up in Buffalo, New York, and graduated from Boston College, with a BA in economics. He and his wife Sheri, a successful local real estate agent, have been married over 30 years. They have two grown daughters, Sarah and Leah, and have lived in Berkeley since 1993. John’s interests include watching football and basketball, grilling, reading every magazine he can get his hands on, and spending time with his family and friends. He is the Secretary/Treasurer of the BNI Connect2Success Chapter and is the chair of the steering committee for Leadership East Bay.
Email John at firstname.lastname@example.org.