Jonathan DeYoe is President of DeYoe Wealth Management in Berkeley. He moved to Berkeley from South Dakota in 1994 to do graduate studies at the Graduate Theological Union’s Institute of Buddhist Studies (IBS). In 1995, while still attending the IBS, he started his career in financial services. In 2001, after completing level I of the CFA (Chartered Financial Analyst) program, Jonathan founded DeYoe Wealth Management, based on the simple principle of investing based on personal values.

 

DeYoe Wealth Management is an Alameda County Certified Green Business. Jonathan is a member of the Sustainable Business Alliance and he is Past Chairman of the Board for the Berkeley Chamber of Commerce. He serves on committees for the East Bay Regional Parks Foundation, the Berkeley Opera, the Berkeley Food and Housing Project, and Bay Area Green Tours. He is an active member of the Rotary Club of Berkeley.