Meet the Johnson Investment Counsel Team

Maxwell T. Monk, CFA

Senior Portfolio Manager, Principal

Wealth Management Services, Cincinnati - Kenwood

Max joined Johnson Investment Counsel in 2013. Max started working at Johnson as a University of Cincinnati Student Co-op and also is a graduate of UC’s Kolodzik Business Scholars program. While at UC, Max participated as a Student Portfolio Manager with the Johnson Investment Counsel Student-Managed Investment Fund. He currently serves as a Portfolio Manager and is a shareholder of the firm. He holds the Chartered Financial Analyst® (CFA®) designation.

Team Members

Relevant Work Experience

Johnson Investment Counsel,
University of Cincinnati Student Co-op
Great American Insurance Company,
University of Cincinnati Student Co-op

Education

University of Cincinnati, B.B.A. Finance

Community Involvement

UC Economics Center
StEP Volunteer
Samuel W. Bell Home for the Sightless
Board Member
Cincinnati Urban Promise
Boeard Member/Treasurer

Memberships

Cincinnati CFA Society