John is a Senior Wealth Advisor within MAI’s Wealth Management group. He joined MAI in 2018, bringing over 25 years of industry experience to the firm. John is based out of Irvine, California and serves clients by developing and managing long-term strategic plans to meet their goals.
Prior to MAI, he served as Chief Investment Officer at Yosemite Capital Management where he developed and managed the firm’s investment philosophy, strategy, and implementation for a range of risk profiles to meet the needs of individual and institutional clients. He also served as Relationship Manager for a set of clients. Prior to Yosemite Capital Management, John was a Senior Portfolio Manager at WCM Investment Management where he managed client portfolios and conducted equity research. He also taught investment courses at UC Irvine Extension and Concordia University.
John graduated from Drexel University with a BS in Mechanical Engineering and earned his MBA from Pepperdine University. He also holds the Chartered Financial Analyst® designation.
An active member of his church, John has served in numerous community organizations over the years in various capacities including serving on the Board of Directors of the CFA Orange County Society, the Foothill High School Lacrosse Booster Club, and Tustin Eastern Little League.
