Verified recordFinancial Services

John Kleponis

Director of Wealth Management at Mai Capital Management

Based in Tustin, United States

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Seniority

Director

Department

Finance & Accounting

Location

Tustin

Industry

Financial Services

Company size

476

Contact information

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Email

1 credit

j•••••••@mai.capital

Phone

5 credits

+1 ••• •••• ••••

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Background

About John Kleponis

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

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John Kleponis Email & Phone Number @ Mai Capital Management | Kipplo Discover