DeYoe Wealth Management, a US-based provider of financial planning and investment advisory services, has appointed David Glotzer as new wealth advisor.
Prior to joining DeYoe, Glotzer worked with City National Bank in San Francisco as a vice president in the private client services department, working with individuals and families on their wealth management, philanthropic activities, generational transfer needs, and stewardship issues.
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Earlier to this, Glotzer worked as a vice president of BNY Wealth Management for 14 years.
Jonathan DeYoe, CEO of the firm, said: "As David and the DeYoe Team discussed working together, it became incredibly clear that he shares our commitment to unparalleled client service and our belief in the solid fundamentals for achieving financial success: planning, asset allocation, diversification, rebalancing, and tax management."
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