Jonathan K. DeYoe, CPWA^®

LPL Registered Principal

In 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.

He believes that committment to family, health, personal achievement, lifelong learning, generosity, and maintaining a positive and supportive attitude are the keys to a successful life. His parents inspired his uncompromising principles and work ethic during Jonathan’s formative years in South Dakota. He is a thoughtful, hard-working professional who believes in treating his clients like family.

Jonathan is active in his community … even by Berkeley standards. He is a Berkeley Rotarian and a member of the Sustainable Business Alliance, the Berkeley Breakfast Club, and the Berkeley Community Fund’s “Berkeley 100.” In addition, Jonathan is a past Chairman of the Board for the Berkeley Chamber of Commerce, and he has chaired the Government Affairs Committee and the Chamber’s Strategic Planning Task-Force, as well. He has also served on several boards and committees for organizations ranging from the Berkeley Food and Housing Project and the Berkeley Opera to the East Bay Regional Parks Foundation and the Berkeley Library Fund. Jonathan is particularly proud of the fact that DeYoe Wealth Management is an Alameda County Certified Green Business.

He has many personal interests, all of which revolve around time with family and friends. Jonathan especially enjoys entertaining, travel, food and wine, 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, have been married for seven years and make their home in the Berkeley Hills. They have a son named Eli and a daughter Annie, both of whom very much enjoy having the hiking trails and merry-go-round of Tilden Regional Park right at their doorstep.

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Team

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, Malena Yatim, 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 while their fifteen-year-old dog Satch holds down the fort. The three 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.

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John Madden

John 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.

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Malena Yatim

Malena Yatim joined DeYoe Wealth Management as our Operations Associate in March of 2008. Malena was born just outside of Chicago, grew-up in North Carolina, and moved to the Bay Area in 1998.  She attended UC Santa Cruz for two years before transferring to UC Berkeley, where she is about to complete a Bachelor of Arts Degree in Political Science with emphases in International Law and Human Rights.

Malena’s previous work experience includes a six-month assignment at Jamba Juice’s corporate headquarters, and an internship at Renter’s Legal Assistance, where she helped establish a database of key information regarding California and Alameda rent laws and landlord/tenant rights. She is currently studying to take the Series 7 General Securities Registered Representative Exam.

Malena’s lively personality and genuine interest in getting to know our clients and find new ways to take exemplary care of them make her a wonderful addition to the DeYoe Wealth Management team.

In addition to her academic pursuits, Malena has a deep passion for the arts. She is an avid amateur photographer, enjoys writing, and has studied dance her whole life. Malena’s long-term career plans encompass one day attending law school or pursuing an MBA with the ultimate goal of helping improve the lives of disadvantaged persons both here and abroad. She loves spending time at her parent’s dining room table sharing good food and wine with her large extended family and close friends.

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