JJ Figlin, CFA

Designations

• Chartered Financial Analyst®*

Work Experience

• Joined MAI Capital Management in 2025
• Brings over a decade of experience advising ultra-high-net-worth families, entrepreneurs, and institutional investors
• Provides strategic wealth management and investment guidance to affluent families and non-profit institutions
• Prior to joining Evoke, he served as a Senior Vice President at Offit Capital, where he advised and managed portfolios for wealthy individuals, multi-generational families, and endowments
• Worked at Mozaic, LLC, a Beverly Hills based multi-family office, where he advised families on generational wealth planning, estate strategies, and long-term investment management
• He began his career in corporate finance at Newmont Mining in Denver before transitioning into wealth management at City National Rochdale in Beverly Hills, focusing on portfolio management for high-net-worth clients in the Entertainment Division

Life Outside of MAI 

• Serves on the Board of GrowGood, a Los Angeles-based nonprofit focused on urban agriculture, job creation, and nature-based mindfulness programs
• Resides in West Los Angeles with his wife and two children

Education

• The University of Denver, BS in Finance and Economics
• The University of Denver, MS in Finance

*CFA®, Chartered Financial Analyst® and CIPM® are registered trademarks owned by CFA Institute.