• About Maxwell Klett

    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.

  • Education

    • Xavier University, B.S.B.A. Finance

    Community involvement

    • Salvation Army Echelon
      • (YP) Board Member

    Memberships

    • Business Leaders Alliance (BLA)
    • Xavier Mentor/Mentee Program

    Highlights and recognition

    • Cincinnati USA Regional Chamber - Cincy Next: Class 10 (2023)

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