What a wonderful exchange with conscious investor Jonathan DeYoe (read his book!).  We went way beyond the scope of the monetary and into some beautiful places involving consciousness in relation to how we live here.

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 commitment 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.

Email Mr. DeYoe at [email protected]