John Kleponis, Cfa
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John Kleponis, Cfa Email & Phone Number

Director of Wealth Management at MAI Capital Management, LLC at MAI Capital Management, LLC
Location: Tustin, California, United States 6 work roles 2 schools
1 work email found @yosemitecapital.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@yosemitecapital.com
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Current company
MAI Capital Management, LLC
Role
Director of Wealth Management at MAI Capital Management, LLC
Location
Tustin, California, United States
Company size
169 employees

Who is John Kleponis, Cfa? Overview

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Quick answer

John Kleponis, Cfa is listed as Director of Wealth Management at MAI Capital Management, LLC at MAI Capital Management, LLC, a company with 169 employees, based in Tustin, California, United States. AeroLeads shows a work email signal at yosemitecapital.com and a matched LinkedIn profile for John Kleponis, Cfa.

John Kleponis, Cfa previously worked as Director of Wealth Management at Mai Capital Management, Llc and Chief Investment Officer at Yosemite Capital Management. John Kleponis, Cfa holds Master Of Business Administration (Mba) from Pepperdine University.

Company email context

Email format at MAI Capital Management, LLC

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{first}@yosemitecapital.com
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AeroLeads found 1 current-domain work email signal for John Kleponis, Cfa. Compare company email patterns before reaching out.

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Profile bio

About John Kleponis, Cfa

More than two decades of client-centered asset management and research expertise• A good steward of the resources entrusted to my care by focusing on meeting clients' goals• Thoughtful deliberate investment process focused on risk management, low fees, tax-efficiency, and the long term• Discipline, patience, perspective, objectivity, and knowledge - especially of economic and market history• Unemotional quantitative mindset for data-driven research and qualitative analysis, willing to be different as needed• A very strong work ethic, high efficiency, organized, continuous learning and improvement, know the boundary of my circle of competence, an optimistic attitude, and a sense of humor

Listed skills include Investment Management, Asset Management, Portfolio Management, Investment Strategies, and 23 others.

Current workplace

John Kleponis, Cfa's current company

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MAI Capital Management, LLC
Mai Capital Management, Llc
Director of Wealth Management at MAI Capital Management, LLC
cleveland, ohio, united states
Website
mai.capital
Employees
169
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Company profile
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6 roles · 34 years

John Kleponis, Cfa work experience

A career timeline built from the work history available for this profile.

Chief Investment Officer

Yosemite Capital Management

Tustin, CA

  • Managed all aspects of the investment process for institutional and individual clients
  • Achieved above average performance by managing consistently tight to benchmarks o Enabled institutional and individual clients to make progress in meeting their goals o Enabled the firm to grow revenues and provided.
  • Established investment philosophy o Emphasized risk management, behavior management, and a long term approach with an optimistic attitude o Conducted data-driven research to make objective, unemotional, and rational.
  • Developed and implemented investment strategy and management for individual and institutional clients o Formulated the economic outlook and assessed the financial markets o Determined the tactical asset allocation and.
  • Designed and managed model portfolios for a range of risk profiles to meet needs of clients
  • Built a trusted client following and served as their Financial Advisor
2005 - Oct 2018

Instructor

Uci Extension

University Of California At Irvine

  • Taught courses that were part of the Certificate in Financial Planning program taken by many CFP candidates
  • “The Investment Process”, a required course in the CFP program, covered financial markets, equities, bonds, and options
  • “Advanced Stock Analysis”, an elective, covered financial statement analysis, credit analysis, and company performance
  • Consistently received strong ratings from students with survey response rates higher than average
2005 - 2012 ~7 yrs

Adjunct Professor

Concordia University Irvine

Irvine, CA

  • Taught an elective course in the Business Department that was open to all upper class students
  • “Investments” covered financial markets, equities, bonds, and options
  • Consistently received strong ratings from students
2005 - 2007 ~2 yrs

Expert Witness

Self-Employed

Tustin, CA

  • Served as an Expert Witness
  • Asset allocation and portfolio construction in case alleging malfeasance
  • Investment suitability in case alleging malfeasance
  • The impact of trading on prices of small company stocks in order to determine valuation in a divorce settlement
2004 - 2005 ~1 yr

Sr. Portfolio Manager

Wcm Investment Management

Lake Forest, CA (since Moved To Laguna Beach, CA)

  • Managed client portfolios and conducted equity research
  • Developed and managed an equity investment process focused on high quality companies at reasonable prices
  • Researched and analyzed equities of all capitalizations focusing on fundamental analysis
  • Chaired Investment Committee
1992 - 2004 ~12 yrs
Team & coworkers

Colleagues at MAI Capital Management, LLC

Other employees you can reach at mai.capital. View company contacts for 169 employees →

RS Ramona Sibiceanu Ramona Sibiceanu Colleague at Mai Capital Management, Llc Romania, Romania View → NH Nisad H. Nisad H. Colleague at Mai Capital Management, Llc Independence, Ohio, United States, United States View → DM David Meador, Cepa® David Meador, Cepa® Colleague at Mai Capital Management, Llc Little Rock, Arkansas, United States, United States View → RC Ryan Catanese, Cpa, Cfp® Ryan Catanese, Cpa, Cfp® Colleague at Mai Capital Management, Llc Cleveland, Ohio, United States, United States View → LM Lynne M Lawrence Lynne M Lawrence Colleague at Mai Capital Management, Llc Independence, Ohio, United States, United States View → PG Patrick Gingras Patrick Gingras Colleague at Mai Capital Management, Llc Madison, Connecticut, United States, United States View → WC William Collins, Cfp®, Aep® William Collins, Cfp®, Aep® Colleague at Mai Capital Management, Llc Burlington, Massachusetts, United States, United States View → JP Jason Putman, Cfa Jason Putman, Cfa Colleague at Mai Capital Management, Llc Solon, Ohio, United States, United States View → DB Drew Bryant, Cfp® Chfc® Drew Bryant, Cfp® Chfc® Colleague at Mai Capital Management, Llc San Francisco Bay Area, United States View → HV Ha Van Duc Duc Ha Van Duc Duc Colleague at Mai Capital Management, Llc Vietnam, Viet Nam View →
2 education records

John Kleponis, Cfa education

FAQ

Frequently asked questions about John Kleponis, Cfa

Quick answers generated from the profile data available on this page.

What company does John Kleponis, Cfa work for?

John Kleponis, Cfa works for MAI Capital Management, LLC.

What is John Kleponis, Cfa's role at MAI Capital Management, LLC?

John Kleponis, Cfa is listed as Director of Wealth Management at MAI Capital Management, LLC at MAI Capital Management, LLC.

What is John Kleponis, Cfa's email address?

AeroLeads has found 1 work email signal at @yosemitecapital.com for John Kleponis, Cfa at MAI Capital Management, LLC.

Where is John Kleponis, Cfa based?

John Kleponis, Cfa is based in Tustin, California, United States while working with MAI Capital Management, LLC.

What companies has John Kleponis, Cfa worked for?

John Kleponis, Cfa has worked for Mai Capital Management, Llc, Yosemite Capital Management, Uci Extension, Concordia University Irvine, and Self-Employed.

Who are John Kleponis, Cfa's colleagues at MAI Capital Management, LLC?

John Kleponis, Cfa's colleagues at MAI Capital Management, LLC include Ramona Sibiceanu, Nisad H., David Meador, Cepa®, Ryan Catanese, Cpa, Cfp®, and Lynne M Lawrence.

How can I contact John Kleponis, Cfa?

You can use AeroLeads to view verified contact signals for John Kleponis, Cfa at MAI Capital Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did John Kleponis, Cfa attend?

John Kleponis, Cfa holds Master Of Business Administration (Mba) from Pepperdine University.

What skills is John Kleponis, Cfa known for?

John Kleponis, Cfa is listed with skills including Investment Management, Asset Management, Portfolio Management, Investment Strategies, Model Portfolios, Investments, Financial Markets, and Risk Management.

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