David Glotzer

David Glotzer is a wealth advisor at Mindful Money (the client-facing brand of DeYoe Wealth Management, Inc.), a boutique registered investment advisory firm based in Berkeley, California, founded by Jonathan K. DeYoe. He joined the firm in November 2014 and, at the time of a 2021 firm interview, described himself as roughly 72 years old with more than two decades in the financial industry.

Glotzer has had, in his own telling, three distinct careers. He began as a writer, publishing books from roughly age 19 until about 30. He then spent years as a nonprofit fundraiser, primarily in the arts — including work associated with organizations such as the Magic Theatre, the San Francisco Art Commission, the San Francisco Opera, the Museum of Modern Art, and Lick-Wilmerding School, plus a stint as a West Coast fundraising director for Brown University. He entered the financial industry in mid-career, working for large institutions first.

Before joining DeYoe Wealth Management, Glotzer spent about 14 years as a Vice President at BNY Mellon Wealth Management, followed by a role as Vice President in the Private Client Services department of City National Bank in San Francisco, where he advised individuals and families on wealth management, philanthropy, generational wealth transfer, and stewardship. Originally from New York, he moved to California in 1977 after six years in New England. He is reported to have attended Columbia University and the University of Massachusetts Amherst.

In 2021, DeYoe Wealth Management was acquired by EP Wealth Advisors, and Glotzer's registration and practice moved under that firm's umbrella while continuing to operate the Mindful Money brand out of Berkeley.

• Practices long-term, evidence-based, low-cost investing consistent with the DeYoe/Mindful Money philosophy: "Planning, Asset Allocation, Diversification, Rebalancing, and Tax Management."
• Aligns with the firm's core belief that "great investors don't predict" — favoring disciplined, diversified portfolios over market timing or stock picking.
• Serves individuals and families, focusing on comprehensive financial planning, generational wealth transfer, and philanthropic/stewardship goals rather than speculative or single-company bets.
• His work centers on managed public-market portfolios for advisory clients — there is no documented thesis around startup, seed, or angel-stage investing.