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Matthew J. Yung, CFA, CFP®

Principal, Portfolio Manager

Wealth Advisory Services, Cincinnati

Matt is a Portfolio Manager in Wealth Advisory Services with Johnson Investment Counsel, Inc. and joined the firm upon graduating with a B.B.A in Finance from the Carl H. Lindner Honors-PLUS program at the University of Cincinnati's College of Business in 2007. Prior to UC, he attended St. Xavier High School. Matt holds the Chartered Financial Analyst (CFA) designation and Certified Financial Planner (CFP?) certification. Matt resides in Oakley, with his wife, Shannon.

Education:

University of Cincinnati, B.B.A. Finance

Community Involvement:

Buckhorn Children and Family Services, Board Member
Carl H. Lindner Honors-PLUS Program, Executive Board Member
CFA Society Cincinnati, Board Member
CityLink Center, SmartMoney Workshop Facilitator
Pi Kappa Alpha Fraternity, Chapter Advisor
University of Cincinnati, Bicentennial Commission

Memberships & Affiliations:

CFA Institute
CFA Society Cincinnati
Cincinnati Estate Planning Council
Financial Planning Association

Highlights & Recognitions:

Cincinnati USA Chamber of Commerce C-Change (Class of 2013)
National Multiple Sclerosis Society Cincinnati Leadership Class (2012)