John A. Appleby, CFA
Portfolio Manager
Balboa Wealth PartnersJohn’s prior investment-related experience includes serving as a Senior Portfolio Manager and Analyst at Palley-Needelman Asset Management, Inc.
John earned his undergraduate degree in Finance from University of Southern California, and his MBA, with distinction, from the same university. He is a CFA® charter holder. John has been featured on Bloomberg radio and television. Phone: 858-461-4499
