John Kleponis, CFA

Senior Wealth Advisor, Director

Newport Beach, CA

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Designations

  • Chartered Financial Analyst® designation

 

Work Experience

  • Joined the firm in 2018, bringing 26 years of industry experience
  • Helps clients meet their long-term goals by creating and directing strategic plans with a data driven and evidence-based approach
  • Previously served as Chief Investment Officer at Yosemite Capital Management, where he developed and managed the firm’s investment philosophy, strategy
  • Was a Senior Portfolio Manager at WCM Investment Management
  • Taught investment courses at UC Irvine Extension and Concordia University

 

Life Outside of MAI 

  • Married and has two adult children
  • Having set foot in all 50 states, John and his wife enjoy traveling domestically and internationally
  • Actively involved in numerous community organizations over the years including volunteering in several capacities at his church and has served on the Boards of Directors of the CFA Orange County Society, the Foothill High School Lacrosse Booster Club, and Tustin Eastern Little League

 

Education

  • Drexel University, BS in Mechanical Engineering
  • Pepperdine University, MBA

We look forward to learning about your financial goals.

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