Bio

Maxwell D. Klett

Maxwell D. Klett

Portfolio Manager Assistant
Wealth Management, Cincinnati

Max joined Johnson Investment Counsel in June of 2019 and serves as a Portfolio Manager Assistant. 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

Big Brothers Big Sisters of Cincinnati
Big Brother

Memberships

Business Leaders Alliance (BLA)
Xavier Mentor/Mentee Program