We found the following information about John Kleponis at Mai Capital Management, Llc, where the professional has worked as a Director of Wealth Management since 2018. John's total work experience is over 34 years, during which time John had at least five jobs at different companies to develop professional skills. John studied at the Cfa Institute. This expert received the following certifications: Chartered Financial Analyst (Cfa), Series 65, and Cfa Institute. John Kleponis currently lives in Old Orchard Beach, Maine. You can contact with John by looking for phone or email or find additional info by requesting access to the person's further details from SoftwareOfficial.
Name variants:
Johnn Kleponis,
Jon Kleponis,
Jack Kleponis,
Jackie Kleponis,
Jacky Kleponis,
Johnny Kleponis
Last updated May 12, 2024
Contact Information
Last Update
Jul 9, 2022
Email
jo**@yosemitecapital.com
Location
Old Orchard Beach, ME
Company
Workplace
Colleagues
Work History
Director of Wealth Management
1360 east 9Th St SUITE 1100, Cleveland, OH 44114
from Oct 2018
Chief Investment Officer
Tustin, CA
Partnership
1-10 employees
Financial Services industry
2005 — Oct 2018
Instructor
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 financia...
2005 — 2012
Adjunct Professor
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 ...
2005 — 2007
Senior Portfolio Manager
281 Brooks St, Laguna Beach, CA 92651
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 e...
1992 — 2004
Occupations
Executive
Director
Accountant
Finance and Accounting Specialist
Chief Investment Officer
Operations Manager
Accounting Bookkeeper
Bookkeeper
Management Analysts
Skills
Investment Management
Asset Management
Portfolio Management
Investment Strategies
Model Portfolios
Investments
Financial Markets
Risk Management
Strategic Asset Allocation
Tactical Asset Allocation
Security Selection
Exchange Traded Funds
Mutual Funds
Behavioral Finance
Equity Research
Equities
Valuation
Reits
Bonds
Alternative Investments
Financial Analysis
Financial Modeling
Written Commentaries and Notes
Relationship Management
Fixed Income
Capital Markets
Trading
FAQs about John Kleponis
What's the main profession of John Kleponis?
This professional's job is Director of Wealth Management
What are the profession of John?
These person's professions are Executive and Director
Where is John Kleponis currently located?
John Kleponis is located in Old Orchard Beach, Maine.
Does the expert have the email address?
jo**@yosemitecapital.com is John Kleponis's email address.
Where did John Kleponis work?
John worked at Mai Capital Management, Llc, Yosemite Capital Management.
What education does John Kleponis have?
John studied at the Cfa Institute.
Are there any professional certifications, that John Kleponis has?
John Kleponis received the following certifications: Chartered Financial Analyst (Cfa), Series 65, Cfa Institute, and Financial Industry Regulatory Authority (Finra).
What is professional industry that John Kleponis worked in?
John Kleponis works in Financial Services industry.