Maller Wealth Advisors names Donald Yocham chief operating officer

Maller Wealth Advisors, a national wealth management firm based in Hunt Valley, named Donald A. Yocham as chief operating officer. Yocham, who has more than 20 years of experience in finance and investing, will help lead the organization towards accomplishing its strategy and vision as well as manage the internal operations of the firm with a particular focus on increasing efficiency and improving systems.

Prior to joining Maller Wealth Advisors, Yocham was chief investment strategist at Berman McAleer in Baltimore, where he led investment management and research as well as managed $600 million in client assets. Prior to that role, as director of investment research for StanCorp Investment Advisors in Portland, Oregon, he developed investment strategy and oversaw portfolio management for $1 billion in private client business and managed a mutual fund research team which provided fiduciary oversight for $14 billion in retirement plan assets.

Previously, Yocham was owner, managing director and chief investment officer for Harness IMG in Portland, where he launched a mutual fund that provided liquid and unleveraged investment alternatives to traditional long-only, asset-class-centric approaches. He was also chief investment officer, director of asset management and senior vice president for First Independent Bank in Vancouver, Washington, as well as vice president for PIMCO, an investment management firm in Newport Beach, California.

In addition, Yocham has also served as an adjunct professor of finance for Portland State University, where he taught graduate and undergraduate classes in derivatives, risk management and personal finance.

Yocham is a Chartered Financial Analyst®. He holds an MBA in finance from Washington University in St. Louis and bachelor’s degrees in finance and economics from the University of Missouri.