Bio
Maxwell D. Klett, CFP®
Associate Portfolio Manager
Wealth Management Services, Cincinnati - Kenwood
Max joined Johnson Investment Counsel in June of 2019 and serves as an Associate Portfolio Manager. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. He had previous experience working at Constellation Wealth Advisors, Procter and Gamble, and Merrill Lynch during his four years at Xavier University. Prior to XU, Max attended St. Xavier High School.
Relevant Work Experience
Constellation Wealth Advisors,
Client Service Coordinator Intern
Procter and Gamble, Supply Network Operations Co-Op
Merrill Lynch, Client Service Associate Intern
Education
Xavier University, B.S.B.A. Finance
Community Involvement
Salvation Army Echelon
(YP) Board Member
Business Leaders of Cincinnati (BLoC)
Board Member
Memberships
Business Leaders Alliance (BLA)
Xavier Mentor/Mentee Program
Highlights & Recognition
Cincinnati USA Regional Chamber,
Cincy Next: Class 10 (2023)